+73.1%
MA vs WELL
+207.3%
-134.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.5% |
| 7D | -2.7% | -0.8% | -1.9% | -2.5% |
| 30D | +1.5% | -0.1% | +1.6% | +1.5% |
| 3M | +20.4% | +18.0% | +2.4% | +14.0% |
| 6M | +11.1% | +15.0% | -3.9% | +5.6% |
| YTD | +2.0% | +28.6% | -26.7% | -7.2% |
| 1Y | -2.2% | +42.9% | -45.1% | -14.7% |
| 3Y | +41.9% | +203.0% | -161.1% | -9.3% |
| All | +73.1% | +207.3% | -134.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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