+6,351.7%
AMD vs WELL
+423.1%
+5,928.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | +4.4% | -15.5% | -11.9% |
| 30D | -30.5% | +10.8% | -41.3% | -32.4% |
| 3M | -8.2% | +4.2% | -12.4% | -9.4% |
| 6M | +6.6% | +14.0% | -7.4% | +2.1% |
| YTD | +109.7% | +33.4% | +76.3% | +92.4% |
| 1Y | +88.9% | +32.4% | +56.5% | +73.4% |
| 3Y | +301.8% | +194.7% | +107.1% | +192.6% |
| 5Y | +229.4% | +226.5% | +2.9% | +131.1% |
| All | +6,351.7% | +423.1% | +5,928.6% | +3,864.2% |
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 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