+199.0%
AMD vs WELL
+227.0%
-28.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | +4.4% | -15.5% | -12.1% |
| 30D | -30.5% | +10.8% | -41.3% | -32.8% |
| 3M | -8.2% | +4.2% | -12.4% | -9.6% |
| 6M | +6.6% | +14.0% | -7.4% | +0.8% |
| YTD | +109.7% | +33.4% | +76.3% | +85.7% |
| 1Y | +88.9% | +32.4% | +56.5% | +67.3% |
| 3Y | +301.8% | +194.7% | +107.1% | +134.6% |
| All | +199.0% | +227.0% | -28.0% | +62.5% |
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