+212.9%
WELL vs ADP
+49.8%
+163.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.4% |
| 7D | -0.8% | -3.4% | +2.6% | +0.3% |
| 30D | -0.1% | +2.8% | -2.9% | -1.0% |
| 3M | +18.0% | +20.9% | -2.9% | +11.1% |
| 6M | +15.0% | +29.9% | -14.9% | +5.2% |
| YTD | +28.6% | +9.6% | +19.0% | +25.3% |
| 1Y | +42.9% | -5.3% | +48.2% | +47.8% |
| 3Y | +203.0% | +16.5% | +186.5% | +186.0% |
| All | +212.9% | +49.8% | +163.1% | +177.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling