+1,362.0%
AMAT vs WELL
+464.2%
+897.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.3% |
| 7D | +19.3% | +0.1% | +19.2% | +19.3% |
| 30D | -17.9% | +6.8% | -24.7% | -19.9% |
| 3M | -30.4% | +6.7% | -37.2% | -32.2% |
| 6M | -11.4% | +13.8% | -25.3% | -16.5% |
| YTD | +48.8% | +33.8% | +14.9% | +32.0% |
| 1Y | +66.0% | +29.6% | +36.4% | +48.9% |
| 3Y | +158.8% | +203.1% | -44.3% | +65.5% |
| 5Y | +153.2% | +223.8% | -70.7% | +56.1% |
| All | +1,362.0% | +464.2% | +897.8% | +603.8% |
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