+295.8%
AMD vs WELL
+225.4%
+70.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.8% | +6.1% |
| 7D | +44.7% | +0.1% | +44.6% | +44.7% |
| 30D | -3.3% | +6.8% | -10.1% | -5.5% |
| 3M | +21.2% | +6.7% | +14.5% | +18.4% |
| 6M | +30.6% | +13.8% | +16.7% | +23.5% |
| YTD | +173.3% | +33.8% | +139.5% | +141.1% |
| 1Y | +126.1% | +29.6% | +96.5% | +101.6% |
| 3Y | +393.5% | +203.1% | +190.5% | +180.0% |
| 5Y | +295.8% | +223.8% | +71.9% | +111.7% |
| All | +295.8% | +225.4% | +70.4% | +111.7% |
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