+202.2%
WELL vs AMC
-59.1%
+261.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | -0.2% |
| 7D | +0.1% | +3.5% | -3.4% | +0.1% |
| 30D | +5.7% | +12.5% | -6.8% | +5.7% |
| 3M | +4.6% | +23.6% | -18.9% | +4.6% |
| 6M | +11.9% | +144.4% | -132.5% | +11.2% |
| YTD | +33.6% | +108.3% | -74.7% | +32.8% |
| 1Y | +29.8% | +38.9% | -9.1% | +29.8% |
| 3Y | +202.2% | -58.9% | +261.0% | +209.3% |
| All | +202.2% | -59.1% | +261.3% | +209.3% |
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