+8,164.6%
AMD vs WELL
+475.0%
+7,689.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +13.1% | +0.1% | +13.0% | +13.2% |
| 30D | -7.0% | +7.8% | -14.7% | -8.8% |
| 3M | +16.6% | +10.2% | +6.3% | +13.6% |
| 6M | +20.5% | +16.4% | +4.2% | +14.9% |
| YTD | +158.2% | +35.2% | +123.0% | +136.4% |
| 1Y | +132.8% | +30.5% | +102.3% | +114.8% |
| 3Y | +366.2% | +206.1% | +160.1% | +237.5% |
| 5Y | +278.7% | +228.3% | +50.4% | +166.5% |
| 10Y | +8,164.6% | +468.3% | +7,696.2% | +5,066.4% |
| All | +8,164.6% | +475.0% | +7,689.6% | +5,066.4% |
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