+132.8%
AMAT vs WELL
+195.5%
-62.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -1.0% | -12.5% | -13.6% |
| 7D | -24.3% | +5.3% | -29.5% | -24.1% |
| 30D | -39.8% | +8.7% | -48.5% | -39.6% |
| 3M | -40.2% | +3.8% | -44.0% | -40.1% |
| 6M | -22.1% | +15.4% | -37.5% | -22.3% |
| YTD | +24.7% | +33.7% | -9.0% | +21.5% |
| 1Y | +33.3% | +33.6% | -0.4% | +29.8% |
| All | +132.8% | +195.5% | -62.6% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling