+247.2%
AMAT vs WELL
+207.3%
+39.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.4% | +4.9% |
| 7D | -1.5% | -0.8% | -0.7% | -1.4% |
| 30D | -14.8% | -0.1% | -14.7% | -14.9% |
| 3M | -9.3% | +18.0% | -27.3% | -14.7% |
| 6M | +27.4% | +15.0% | +12.4% | +20.5% |
| YTD | +77.6% | +28.6% | +49.0% | +61.3% |
| 1Y | +188.9% | +42.9% | +146.0% | +151.7% |
| 3Y | +202.3% | +203.0% | -0.7% | +84.8% |
| All | +247.2% | +207.3% | +39.9% | +106.2% |
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