+85.9%
AMZN vs WELL
+204.7%
-118.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | +0.8% | -1.3% | +2.1% | +0.9% |
| 30D | -6.4% | +0.5% | -6.9% | -6.4% |
| 3M | +4.8% | +19.1% | -14.3% | +3.6% |
| 6M | +20.5% | +17.0% | +3.6% | +19.3% |
| YTD | +11.3% | +29.2% | -17.9% | +9.2% |
| 1Y | +9.0% | +42.1% | -33.2% | +5.4% |
| 3Y | +85.9% | +204.5% | -118.6% | +40.8% |
| All | +85.9% | +204.7% | -118.8% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling