+9,703.6%
AMD vs WELL
+19,568.3%
-9,864.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.0% | -16.2% | -16.9% |
| 7D | -28.6% | +5.3% | -33.9% | -29.9% |
| 30D | -37.7% | +8.7% | -46.4% | -39.8% |
| 3M | -16.1% | +3.8% | -19.9% | -17.7% |
| 6M | +13.8% | +15.4% | -1.5% | +6.4% |
| YTD | +88.8% | +33.7% | +55.2% | +66.5% |
| 1Y | +57.8% | +33.6% | +24.1% | +38.8% |
| 3Y | +260.3% | +194.2% | +66.1% | +131.3% |
| 5Y | +196.6% | +227.0% | -30.4% | +81.1% |
| 10Y | +6,064.6% | +430.7% | +5,633.9% | +2,615.6% |
| All | +9,703.6% | +19,568.3% | -9,864.7% | +2,297.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling