+211.0%
WELL vs APTV
-69.4%
+280.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.1% | +1.0% |
| 7D | -1.3% | +2.0% | -3.3% | -1.6% |
| 30D | +0.5% | -7.7% | +8.2% | +1.4% |
| 3M | +19.1% | -34.0% | +53.1% | +24.6% |
| 6M | +17.0% | -37.1% | +54.1% | +22.7% |
| YTD | +29.2% | -39.9% | +69.1% | +36.0% |
| 1Y | +42.1% | -44.4% | +86.6% | +51.1% |
| 3Y | +204.5% | -54.5% | +259.0% | +232.4% |
| 5Y | +211.0% | -69.1% | +280.1% | +275.2% |
| All | +211.0% | -69.4% | +280.4% | +275.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling