+18,665.9%
WELL vs APA
+815.8%
+17,850.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.6% |
| 7D | -0.8% | +0.5% | -1.3% | -0.9% |
| 30D | -0.1% | +23.4% | -23.5% | -3.3% |
| 3M | +18.0% | +12.7% | +5.3% | +15.4% |
| 6M | +15.0% | +39.4% | -24.4% | +8.2% |
| YTD | +28.6% | +79.0% | -50.3% | +16.1% |
| 1Y | +42.9% | +88.8% | -45.9% | +27.3% |
| 3Y | +203.0% | +6.4% | +196.7% | +186.2% |
| 5Y | +206.9% | +153.0% | +53.9% | +140.7% |
| 10Y | +339.5% | +7.5% | +331.9% | +228.0% |
| All | +18,665.9% | +815.8% | +17,850.1% | +13,210.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling