+814.3%
WELL vs APTV
+142.1%
+672.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +0.1% | -8.9% | +9.0% | +2.5% |
| 30D | +7.8% | -9.5% | +17.3% | +10.5% |
| 3M | +10.2% | -20.6% | +30.8% | +16.6% |
| 6M | +16.4% | -28.9% | +45.2% | +24.3% |
| YTD | +35.2% | -48.2% | +83.4% | +56.2% |
| 1Y | +30.5% | -51.7% | +82.2% | +53.5% |
| 3Y | +206.1% | -48.1% | +254.2% | +235.5% |
| 5Y | +228.3% | -76.7% | +305.0% | +352.9% |
| 10Y | +468.3% | -25.6% | +494.0% | +386.9% |
| All | +814.3% | +142.1% | +672.2% | +507.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling