+4,757.5%
WELL vs AMT
+1,439.7%
+3,317.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +0.1% | -2.2% | +2.3% | +0.5% |
| 30D | +6.8% | +5.8% | +1.0% | +5.8% |
| 3M | +6.7% | +12.6% | -5.8% | +4.4% |
| 6M | +13.8% | +8.3% | +5.5% | +11.9% |
| YTD | +33.8% | +11.4% | +22.4% | +30.7% |
| 1Y | +29.6% | +7.7% | +21.9% | +27.3% |
| 3Y | +203.1% | +14.8% | +188.3% | +192.6% |
| 5Y | +223.8% | -18.0% | +241.8% | +229.6% |
| 10Y | +462.8% | +133.0% | +329.8% | +400.3% |
| All | +4,757.5% | +1,439.7% | +3,317.8% | +3,427.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling