+263,909.3%
AMZN vs WELL
+5,579.8%
+258,329.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.5% |
| 7D | -3.0% | -0.8% | -2.2% | -2.7% |
| 30D | -5.2% | -0.1% | -5.1% | -5.2% |
| 3M | +1.9% | +18.0% | -16.2% | -4.0% |
| 6M | +19.2% | +15.0% | +4.2% | +13.1% |
| YTD | +12.0% | +28.6% | -16.6% | +2.1% |
| 1Y | +9.7% | +42.9% | -33.2% | -3.8% |
| 3Y | +87.2% | +203.0% | -115.9% | +25.4% |
| 5Y | +48.7% | +206.9% | -158.2% | -2.1% |
| 10Y | +569.3% | +339.5% | +229.9% | +239.2% |
| All | +263,909.3% | +5,579.8% | +258,329.5% | +39,740.7% |
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