+1,425.2%
AMAT vs WELL
+475.0%
+950.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +7.0% | +0.1% | +6.9% | +7.0% |
| 30D | -20.6% | +7.8% | -28.4% | -22.7% |
| 3M | -24.8% | +10.2% | -35.0% | -27.5% |
| 6M | -10.7% | +16.4% | -27.1% | -16.5% |
| YTD | +54.3% | +35.2% | +19.1% | +36.5% |
| 1Y | +73.7% | +30.5% | +43.3% | +55.5% |
| 3Y | +168.4% | +206.1% | -37.7% | +71.1% |
| 5Y | +167.6% | +228.3% | -60.7% | +64.2% |
| 10Y | +1,425.2% | +468.3% | +956.9% | +622.0% |
| All | +1,425.2% | +475.0% | +950.2% | +622.0% |
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