+770.0%
WELL vs APTV
+194.6%
+575.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.1% | -2.9% |
| 7D | -0.8% | +4.8% | -5.6% | -2.1% |
| 30D | -0.1% | +2.0% | -2.1% | -0.8% |
| 3M | +18.0% | -34.2% | +52.3% | +30.6% |
| 6M | +15.0% | -34.7% | +49.7% | +26.1% |
| YTD | +28.6% | -37.0% | +65.6% | +41.6% |
| 1Y | +42.9% | -40.4% | +83.3% | +59.2% |
| 3Y | +203.0% | -54.1% | +257.1% | +250.7% |
| 5Y | +206.9% | -68.0% | +274.9% | +284.4% |
| 10Y | +339.5% | -15.5% | +355.0% | +262.4% |
| All | +770.0% | +194.6% | +575.4% | +450.5% |
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