+29.6%
WELL vs AMDL
+175.5%
-145.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +11.9% | -12.8% | -0.8% |
| 7D | +0.1% | +103.5% | -103.4% | +1.4% |
| 30D | +6.8% | -18.3% | +25.1% | +6.8% |
| 3M | +6.7% | +20.1% | -13.3% | +7.5% |
| 6M | +13.8% | +15.9% | -2.1% | +14.1% |
| YTD | +33.8% | +303.0% | -269.2% | +31.4% |
| 1Y | +29.6% | +164.0% | -134.4% | +26.0% |
| All | +29.6% | +175.5% | -145.8% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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