+194.7%
WELL vs APA
+24.2%
+170.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.2% |
| 7D | +4.4% | -15.5% | +19.9% | +4.5% |
| 30D | +10.8% | +2.4% | +8.4% | +10.8% |
| 3M | +4.2% | +22.8% | -18.6% | +4.1% |
| 6M | +14.0% | +17.9% | -3.9% | +13.8% |
| YTD | +33.4% | +87.7% | -54.3% | +31.8% |
| 1Y | +32.4% | +94.2% | -61.8% | +30.7% |
| 3Y | +194.7% | +27.2% | +167.5% | +198.5% |
| All | +194.7% | +24.2% | +170.5% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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