+223.8%
WELL vs AMT
-18.7%
+242.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +0.1% | -2.2% | +2.3% | +0.9% |
| 30D | +6.8% | +5.8% | +1.0% | +4.6% |
| 3M | +6.7% | +12.6% | -5.8% | +2.0% |
| 6M | +13.8% | +8.3% | +5.5% | +9.7% |
| YTD | +33.8% | +11.4% | +22.4% | +27.0% |
| 1Y | +29.6% | +7.7% | +21.9% | +24.6% |
| 3Y | +203.1% | +14.8% | +188.3% | +174.5% |
| 5Y | +223.8% | -18.0% | +241.8% | +232.7% |
| All | +223.8% | -18.7% | +242.5% | +232.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling