+337.5%
AMD vs WELL
+207.3%
+130.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.1% | +6.7% | +5.3% |
| 7D | +2.6% | -0.8% | +3.4% | +2.7% |
| 30D | -0.9% | -0.1% | -0.8% | -1.0% |
| 3M | -8.7% | +18.0% | -26.8% | -14.5% |
| 6M | +136.3% | +15.0% | +121.3% | +123.2% |
| YTD | +123.0% | +28.6% | +94.4% | +101.6% |
| 1Y | +195.2% | +42.9% | +152.3% | +154.2% |
| 3Y | +336.3% | +203.0% | +133.3% | +160.2% |
| All | +337.5% | +207.3% | +130.2% | +149.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling