+18,665.9%
WELL vs APD
+6,115.6%
+12,550.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | -0.8% | -2.2% | +1.4% | -0.2% |
| 30D | -0.1% | +2.1% | -2.2% | -0.8% |
| 3M | +18.0% | +7.2% | +10.9% | +15.3% |
| 6M | +15.0% | +11.2% | +3.7% | +11.0% |
| YTD | +28.6% | +24.4% | +4.2% | +19.7% |
| 1Y | +42.9% | +6.7% | +36.3% | +38.6% |
| 3Y | +203.0% | +9.2% | +193.8% | +185.9% |
| 5Y | +206.9% | +27.4% | +179.5% | +173.3% |
| 10Y | +339.5% | +164.8% | +174.6% | +220.4% |
| All | +18,665.9% | +6,115.6% | +12,550.2% | +8,187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling