+202.7%
WELL vs ADP
+45.5%
+157.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +0.1% | +0.3% | -0.1% | +0.1% |
| 30D | +6.8% | +11.6% | -4.8% | +4.9% |
| 3M | +6.7% | +15.1% | -8.3% | +4.3% |
| 6M | +13.8% | +46.0% | -32.2% | +6.6% |
| YTD | +33.8% | +22.4% | +11.5% | +32.6% |
| 1Y | +29.6% | +24.5% | +5.2% | +27.5% |
| All | +202.7% | +45.5% | +157.3% | +193.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling