+31.5%
WELL vs AMT
+12.4%
+19.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | +3.0% | +1.6% | +1.4% | +2.7% |
| 30D | +10.2% | +4.5% | +5.8% | +9.3% |
| 3M | +6.1% | +13.8% | -7.7% | +3.7% |
| 6M | +16.6% | +10.0% | +6.6% | +14.6% |
| YTD | +35.3% | +11.8% | +23.6% | +33.4% |
| 1Y | +31.5% | +10.2% | +21.2% | +29.7% |
| All | +31.5% | +12.4% | +19.1% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling