+203.3%
WELL vs APD
+11.2%
+192.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | -0.8% | -2.2% | +1.4% | -0.4% |
| 30D | -0.1% | +2.1% | -2.2% | -0.5% |
| 3M | +18.0% | +7.2% | +10.9% | +16.4% |
| 6M | +15.0% | +11.2% | +3.7% | +12.6% |
| YTD | +28.6% | +24.4% | +4.2% | +23.1% |
| 1Y | +42.9% | +6.7% | +36.3% | +40.9% |
| All | +203.3% | +11.2% | +192.2% | +193.9% |
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