+1,655.2%
WELL vs AMP
+1,967.6%
-312.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.7% |
| 7D | +0.1% | +3.9% | -3.8% | -1.4% |
| 30D | +5.7% | +5.1% | +0.5% | +3.5% |
| 3M | +4.6% | -8.7% | +13.3% | +8.1% |
| 6M | +11.9% | +11.4% | +0.4% | +6.4% |
| YTD | +33.6% | +7.3% | +26.3% | +27.6% |
| 1Y | +29.8% | +14.6% | +15.2% | +20.4% |
| 3Y | +202.2% | +61.2% | +140.9% | +136.5% |
| 5Y | +223.2% | +81.0% | +142.2% | +134.7% |
| 10Y | +461.7% | +468.0% | -6.3% | +139.8% |
| All | +1,655.2% | +1,967.6% | -312.4% | +231.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling