+271,732.3%
AMZN vs WELL
+5,869.2%
+265,863.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +2.6% | +7.8% | -5.2% | 0.0% |
| 3M | -2.2% | +10.2% | -12.5% | -5.5% |
| 6M | -1.0% | +16.4% | -17.4% | -6.6% |
| YTD | +15.3% | +35.2% | -19.8% | +3.2% |
| 1Y | +6.9% | +30.5% | -23.6% | -3.4% |
| 3Y | +85.4% | +206.1% | -120.7% | +23.7% |
| 5Y | +53.3% | +228.3% | -175.0% | -1.2% |
| 10Y | +620.3% | +468.3% | +152.0% | +227.3% |
| All | +271,732.3% | +5,869.2% | +265,863.0% | +40,183.5% |
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