+1,315.3%
AMAT vs WELL
+451.0%
+864.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +1.0% | +10.4% | +11.1% |
| 7D | -1.1% | +3.5% | -4.6% | -2.1% |
| 30D | -26.9% | +9.7% | -36.6% | -29.3% |
| 3M | -31.2% | +4.8% | -36.0% | -32.6% |
| 6M | -14.7% | +16.1% | -30.8% | -20.1% |
| YTD | +44.7% | +34.7% | +10.0% | +28.1% |
| 1Y | +62.0% | +31.9% | +30.0% | +44.3% |
| 3Y | +165.0% | +209.9% | -44.9% | +68.0% |
| 5Y | +147.1% | +226.5% | -79.4% | +51.7% |
| 10Y | +1,315.3% | +455.3% | +860.0% | +563.8% |
| All | +1,315.3% | +451.0% | +864.3% | +563.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 10y: compounded portfolio wealth divided by compounded WELL 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…
10y analysis · Full analysis span regression · 6 months rolling