+209.9%
WELL vs AMC
-58.4%
+268.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.3% | -7.3% | +0.9% |
| 7D | +3.5% | +6.6% | -3.1% | +3.5% |
| 30D | +9.7% | +14.1% | -4.4% | +9.7% |
| 3M | +4.8% | +31.3% | -26.5% | +4.8% |
| 6M | +16.1% | +126.7% | -110.6% | +15.6% |
| YTD | +34.7% | +117.9% | -83.2% | +34.0% |
| 1Y | +31.9% | +41.1% | -9.2% | +32.0% |
| 3Y | +209.9% | -61.0% | +270.8% | +212.5% |
| All | +209.9% | -58.4% | +268.3% | +212.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling