+356.5%
WELL vs APTV
-21.3%
+377.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | +0.2% |
| 7D | -1.1% | -1.2% | 0.0% | -0.9% |
| 30D | +0.7% | -10.6% | +11.4% | +3.9% |
| 3M | +14.5% | -35.0% | +49.5% | +28.3% |
| 6M | +14.4% | -38.9% | +53.3% | +28.9% |
| YTD | +28.5% | -41.5% | +70.0% | +45.6% |
| 1Y | +41.8% | -45.8% | +87.6% | +64.0% |
| 3Y | +202.8% | -55.7% | +258.5% | +258.2% |
| 5Y | +208.8% | -70.1% | +278.9% | +306.1% |
| 10Y | +356.5% | -19.1% | +375.6% | +270.7% |
| All | +356.5% | -21.3% | +377.8% | +270.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling