+13.8%
AMD vs WELL
+13.4%
+0.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.0% | -16.2% | -17.9% |
| 7D | -28.6% | +5.3% | -33.9% | -25.9% |
| 30D | -37.7% | +8.7% | -46.4% | -33.9% |
| 3M | -16.1% | +3.8% | -19.9% | -13.6% |
| 6M | +13.8% | +15.4% | -1.5% | +35.8% |
| All | +13.8% | +13.4% | +0.4% | +35.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling