+27.4%
AMAT vs WELL
+14.6%
+12.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.1% | +6.4% | +3.4% |
| 7D | -1.5% | -0.8% | -0.7% | -1.8% |
| 30D | -14.8% | -0.1% | -14.7% | -14.9% |
| 3M | -9.3% | +18.0% | -27.3% | -5.0% |
| 6M | +27.4% | +15.0% | +12.4% | +33.8% |
| All | +27.4% | +14.6% | +12.8% | +33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling