+1,589.9%
WELL vs AMP
+2,123.7%
-533.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.7% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -0.1% | -0.1% | 0.0% | -0.1% |
| 3M | +18.0% | +23.6% | -5.5% | +8.1% |
| 6M | +15.0% | +20.4% | -5.4% | +6.0% |
| YTD | +28.6% | +15.4% | +13.2% | +19.7% |
| 1Y | +42.9% | +11.0% | +32.0% | +34.5% |
| 3Y | +203.0% | +70.5% | +132.5% | +132.6% |
| 5Y | +206.9% | +121.4% | +85.5% | +105.1% |
| 10Y | +339.5% | +575.6% | -236.1% | +73.8% |
| All | +1,589.9% | +2,123.7% | -533.9% | +211.2% |
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