+632.3%
WELL vs AMC
-97.8%
+730.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.5% | +11.5% | -0.7% |
| 7D | +5.3% | 0.0% | +5.3% | +5.2% |
| 30D | +8.7% | +4.4% | +4.3% | +8.5% |
| 3M | +3.8% | +15.4% | -11.5% | +3.3% |
| 6M | +15.4% | +93.7% | -78.4% | +12.3% |
| YTD | +33.7% | +97.4% | -63.8% | +29.7% |
| 1Y | +33.6% | +23.2% | +10.4% | +31.5% |
| 3Y | +194.2% | -71.3% | +265.5% | +196.4% |
| 5Y | +227.0% | -99.3% | +326.3% | +252.9% |
| 10Y | +430.7% | -98.7% | +529.5% | +303.6% |
| All | +632.3% | -97.8% | +730.1% | +469.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling