+42.1%
WELL vs ADP
-7.1%
+49.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +3.9% | +0.4% |
| 7D | -1.3% | -5.5% | +4.2% | -1.5% |
| 30D | +0.5% | -1.2% | +1.8% | +0.5% |
| 3M | +19.1% | +17.9% | +1.2% | +20.2% |
| 6M | +17.0% | +20.3% | -3.4% | +19.2% |
| YTD | +29.2% | +5.8% | +23.4% | +32.7% |
| 1Y | +42.1% | -7.7% | +49.9% | +50.4% |
| All | +42.1% | -7.1% | +49.3% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ADP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling