+222.0%
WELL vs APTV
-76.9%
+298.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.6% |
| 7D | +3.0% | -4.3% | +7.3% | +3.5% |
| 30D | +10.2% | -9.7% | +19.9% | +11.4% |
| 3M | +6.1% | -20.6% | +26.7% | +8.8% |
| 6M | +16.6% | -31.7% | +48.3% | +20.6% |
| YTD | +35.3% | -48.0% | +83.3% | +44.7% |
| 1Y | +31.5% | -52.1% | +83.5% | +42.3% |
| 3Y | +206.5% | -47.9% | +254.4% | +219.0% |
| 5Y | +222.0% | -76.9% | +298.9% | +333.0% |
| All | +222.0% | -76.9% | +298.8% | +333.0% |
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