+212.9%
WELL vs AMT
-31.6%
+244.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -0.1% | +4.6% | -4.7% | -1.8% |
| 3M | +18.0% | -8.4% | +26.5% | +21.6% |
| 6M | +15.0% | -6.0% | +21.0% | +17.0% |
| YTD | +28.6% | +2.1% | +26.5% | +26.2% |
| 1Y | +42.9% | -6.4% | +49.3% | +45.0% |
| 3Y | +203.0% | +8.1% | +195.0% | +179.9% |
| All | +212.9% | -31.6% | +244.5% | +242.2% |
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