+613.8%
WELL vs AMBA
+722.2%
-108.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.4% | +8.4% | -0.3% |
| 7D | +5.3% | -14.6% | +19.8% | +6.5% |
| 30D | +8.7% | -18.8% | +27.5% | +10.3% |
| 3M | +3.8% | -32.6% | +36.4% | +6.8% |
| 6M | +15.4% | -25.8% | +41.2% | +16.0% |
| YTD | +33.7% | -22.1% | +55.8% | +33.1% |
| 1Y | +33.6% | -36.2% | +69.9% | +35.0% |
| 3Y | +194.2% | +10.0% | +184.2% | +172.7% |
| 5Y | +227.0% | -71.6% | +298.6% | +232.0% |
| 10Y | +430.7% | -4.7% | +435.5% | +354.0% |
| All | +613.8% | +722.2% | -108.4% | +437.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling