+181.3%
WELL vs AMDL
+119.6%
+61.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +14.3% | -14.5% | -0.1% |
| 7D | +0.1% | +18.5% | -18.4% | +0.2% |
| 30D | +7.8% | -24.2% | +32.0% | +7.8% |
| 3M | +10.2% | +11.5% | -1.2% | +10.3% |
| 6M | +16.4% | -1.0% | +17.4% | +16.1% |
| YTD | +35.2% | +260.3% | -225.1% | +32.7% |
| 1Y | +30.5% | +178.2% | -147.7% | +28.3% |
| All | +181.3% | +119.6% | +61.7% | +167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling