+204.5%
WELL vs APTV
-54.7%
+259.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +0.6% |
| 7D | -1.3% | +2.0% | -3.3% | -1.4% |
| 30D | +0.5% | -7.7% | +8.2% | +0.7% |
| 3M | +19.1% | -34.0% | +53.1% | +20.2% |
| 6M | +17.0% | -37.1% | +54.1% | +18.3% |
| YTD | +29.2% | -39.9% | +69.1% | +30.8% |
| 1Y | +42.1% | -44.4% | +86.6% | +44.4% |
| 3Y | +204.5% | -54.5% | +259.0% | +222.4% |
| All | +204.5% | -54.7% | +259.2% | +222.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling