+7,765.4%
AMD vs WELL
+463.2%
+7,302.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.6% | -8.7% |
| 7D | +18.9% | +0.1% | +18.8% | +18.9% |
| 30D | -6.4% | +5.7% | -12.1% | -7.8% |
| 3M | +10.6% | +4.6% | +5.9% | +9.1% |
| 6M | +19.9% | +11.9% | +8.0% | +15.5% |
| YTD | +149.4% | +33.6% | +115.8% | +129.0% |
| 1Y | +115.4% | +29.8% | +85.6% | +99.0% |
| 3Y | +357.3% | +202.2% | +155.1% | +232.1% |
| 5Y | +261.1% | +223.2% | +37.9% | +155.1% |
| All | +7,765.4% | +463.2% | +7,302.2% | +4,860.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling