+31.5%
WELL vs AMIX
-89.3%
+120.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.8% | -8.4% | +0.5% |
| 7D | +3.0% | +11.4% | -8.4% | +3.1% |
| 30D | +10.2% | -40.5% | +50.7% | +10.1% |
| 3M | +6.1% | -80.1% | +86.2% | +5.7% |
| 6M | +16.6% | -74.8% | +91.5% | +17.1% |
| YTD | +35.3% | -84.0% | +119.3% | +36.6% |
| 1Y | +31.5% | -89.7% | +121.2% | +33.7% |
| All | +31.5% | -89.3% | +120.7% | +33.7% |
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