+32.4%
WELL vs AMIX
-91.4%
+123.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +4.4% | -16.0% | +20.5% | +4.4% |
| 30D | +10.8% | -55.4% | +66.2% | +10.6% |
| 3M | +4.2% | -87.5% | +91.7% | +3.6% |
| 6M | +14.0% | -81.2% | +95.2% | +14.4% |
| YTD | +33.4% | -86.8% | +120.3% | +34.6% |
| 1Y | +32.4% | -91.6% | +124.0% | +34.5% |
| All | +32.4% | -91.4% | +123.8% | +34.5% |
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