+205.7%
WELL vs APD
+29.2%
+176.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.3% |
| 7D | +0.1% | -1.2% | +1.2% | +0.3% |
| 30D | +7.8% | +11.0% | -3.3% | +5.9% |
| 3M | +10.2% | +2.6% | +7.7% | +9.7% |
| 6M | +16.4% | +4.8% | +11.5% | +15.3% |
| YTD | +35.2% | +31.0% | +4.2% | +28.8% |
| 1Y | +30.5% | +23.4% | +7.1% | +25.6% |
| All | +205.7% | +29.2% | +176.5% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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