+471.8%
WELL vs AMBA
+4.3%
+467.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | +2.7% | -2.7% | +5.3% | +2.9% |
| 30D | +9.8% | -10.5% | +20.3% | +10.8% |
| 3M | +5.8% | -26.4% | +32.2% | +8.4% |
| 6M | +16.2% | -20.9% | +37.1% | +16.2% |
| YTD | +34.9% | -14.8% | +49.7% | +32.9% |
| 1Y | +31.0% | -36.1% | +67.1% | +32.8% |
| 3Y | +205.4% | +20.2% | +185.2% | +173.8% |
| 5Y | +220.8% | -67.2% | +288.1% | +224.5% |
| 10Y | +471.8% | +4.9% | +466.9% | +334.7% |
| All | +471.8% | +4.3% | +467.5% | +334.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling