+202.7%
WELL vs AMP
+59.7%
+143.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.9% |
| 7D | +0.1% | +1.2% | -1.0% | 0.0% |
| 30D | +6.8% | +4.4% | +2.4% | +6.4% |
| 3M | +6.7% | -8.8% | +15.6% | +7.4% |
| 6M | +13.8% | +9.9% | +3.9% | +12.7% |
| YTD | +33.8% | +6.1% | +27.7% | +32.5% |
| 1Y | +29.6% | +10.6% | +19.1% | +27.5% |
| All | +202.7% | +59.7% | +143.0% | +155.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling