+473.8%
WELL vs AMT
+125.6%
+348.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.1% |
| 7D | +3.0% | +1.6% | +1.4% | +2.2% |
| 30D | +10.2% | +4.5% | +5.8% | +7.7% |
| 3M | +6.1% | +13.8% | -7.7% | -1.1% |
| 6M | +16.6% | +10.0% | +6.6% | +9.6% |
| YTD | +35.3% | +11.8% | +23.6% | +25.2% |
| 1Y | +31.5% | +10.2% | +21.2% | +22.3% |
| 3Y | +206.5% | +15.1% | +191.3% | +166.8% |
| 5Y | +222.0% | -18.8% | +240.8% | +238.1% |
| 10Y | +473.8% | +133.7% | +340.1% | +272.7% |
| All | +473.8% | +125.6% | +348.2% | +272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling