+29.6%
WELL vs AMIX
-92.5%
+122.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.4% | +7.5% | -1.0% |
| 7D | +0.1% | -10.9% | +11.0% | +0.1% |
| 30D | +6.8% | -55.0% | +61.8% | +6.6% |
| 3M | +6.7% | -82.0% | +88.8% | +6.3% |
| 6M | +13.8% | -80.4% | +94.3% | +14.1% |
| YTD | +33.8% | -88.3% | +122.1% | +35.0% |
| 1Y | +29.6% | -92.4% | +122.0% | +31.6% |
| All | +29.6% | -92.5% | +122.1% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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