+126.7%
AMAT vs WELL
+227.0%
-100.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | -14.7% | +4.4% | -19.1% | -15.7% |
| 30D | -36.1% | +10.8% | -46.9% | -38.0% |
| 3M | -36.9% | +4.2% | -41.1% | -37.8% |
| 6M | -22.2% | +14.0% | -36.2% | -26.0% |
| YTD | +29.9% | +33.4% | -3.5% | +16.0% |
| 1Y | +43.3% | +32.4% | +10.8% | +28.1% |
| 3Y | +142.7% | +194.7% | -52.1% | +47.1% |
| All | +126.7% | +227.0% | -100.3% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling