+31.5%
WELL vs AMC
+43.0%
-11.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.5% |
| 7D | +3.0% | +5.5% | -2.4% | +3.2% |
| 30D | +10.2% | +16.1% | -5.9% | +10.7% |
| 3M | +6.1% | +43.0% | -36.8% | +7.5% |
| 6M | +16.6% | +130.7% | -114.0% | +19.9% |
| YTD | +35.3% | +121.8% | -86.5% | +38.1% |
| 1Y | +31.5% | +40.7% | -9.2% | +39.5% |
| All | +31.5% | +43.0% | -11.5% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling