+223.8%
WELL vs AMBA
-68.7%
+292.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.9% |
| 7D | +0.1% | +10.7% | -10.5% | -0.4% |
| 30D | +6.8% | -5.0% | +11.8% | +7.0% |
| 3M | +6.7% | -26.9% | +33.6% | +8.2% |
| 6M | +13.8% | -21.9% | +35.7% | +14.0% |
| YTD | +33.8% | -13.8% | +47.6% | +32.5% |
| 1Y | +29.6% | -36.1% | +65.7% | +30.9% |
| 3Y | +203.1% | +21.6% | +181.5% | +179.6% |
| 5Y | +223.8% | -68.8% | +292.6% | +215.8% |
| All | +223.8% | -68.7% | +292.6% | +215.8% |
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