+212.9%
WELL vs AMBA
-54.5%
+267.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | -0.8% | -11.0% | +10.2% | -0.2% |
| 30D | -0.1% | -23.2% | +23.1% | +1.2% |
| 3M | +18.0% | -12.7% | +30.7% | +17.9% |
| 6M | +15.0% | +11.2% | +3.8% | +12.4% |
| YTD | +28.6% | -11.2% | +39.8% | +27.4% |
| 1Y | +42.9% | -22.5% | +65.5% | +42.2% |
| 3Y | +203.0% | -1.3% | +204.3% | +187.1% |
| All | +212.9% | -54.5% | +267.4% | +199.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling