+421.0%
WELL vs AMC
-98.7%
+519.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.2% |
| 7D | +4.4% | +2.6% | +1.8% | +4.3% |
| 30D | +10.8% | +9.0% | +1.8% | +10.5% |
| 3M | +4.2% | +22.2% | -18.0% | +3.5% |
| 6M | +14.0% | +91.5% | -77.5% | +11.1% |
| YTD | +33.4% | +101.3% | -67.9% | +29.5% |
| 1Y | +32.4% | +20.8% | +11.6% | +30.4% |
| 3Y | +194.7% | -71.3% | +266.1% | +196.9% |
| 5Y | +226.5% | -99.2% | +325.7% | +251.3% |
| All | +421.0% | -98.7% | +519.8% | +247.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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