+206.5%
WELL vs AMCR
-9.6%
+216.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -2.2% | -5.0% | +2.7% | -1.0% |
| 30D | +4.7% | -8.0% | +12.7% | +6.8% |
| 3M | +11.9% | +14.3% | -2.3% | +7.8% |
| 6M | +14.3% | +5.3% | +9.0% | +12.0% |
| YTD | +28.4% | +7.7% | +20.6% | +24.1% |
| 1Y | +42.3% | +10.8% | +31.4% | +36.0% |
| 3Y | +202.6% | +9.6% | +193.0% | +181.5% |
| 5Y | +206.5% | -10.2% | +216.7% | +199.3% |
| All | +206.5% | -9.6% | +216.1% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling