+195.2%
AMD vs WELL
+42.4%
+152.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.1% | +6.7% | +4.1% |
| 7D | +2.6% | -0.8% | +3.4% | +2.4% |
| 30D | -0.9% | -0.1% | -0.8% | -1.0% |
| 3M | -8.7% | +18.0% | -26.8% | -6.5% |
| 6M | +136.3% | +15.0% | +121.3% | +142.6% |
| YTD | +123.0% | +28.6% | +94.4% | +134.2% |
| 1Y | +195.2% | +42.9% | +152.3% | +219.2% |
| All | +195.2% | +42.4% | +152.7% | +219.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling