+241.5%
AMD vs WELL
+227.7%
+13.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.0% | +12.3% | +13.0% |
| 7D | +8.9% | +3.5% | +5.4% | +8.0% |
| 30D | -16.4% | +9.7% | -26.1% | -18.8% |
| 3M | +5.2% | +4.8% | +0.4% | +3.5% |
| 6M | +11.7% | +16.1% | -4.3% | +5.1% |
| YTD | +137.5% | +34.7% | +102.8% | +109.8% |
| 1Y | +117.8% | +31.9% | +85.8% | +93.5% |
| 3Y | +348.1% | +209.9% | +138.3% | +155.6% |
| 5Y | +241.5% | +226.5% | +15.0% | +85.1% |
| All | +241.5% | +227.7% | +13.8% | +85.1% |
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