+15,762.5%
MA vs WELL
+1,778.8%
+13,983.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +1.8% | +3.0% | -1.2% | +0.6% |
| 30D | +11.8% | +10.2% | +1.6% | +7.3% |
| 3M | +17.2% | +6.1% | +11.0% | +14.1% |
| 6M | +33.4% | +16.6% | +16.8% | +24.3% |
| YTD | +16.1% | +35.3% | -19.2% | +0.9% |
| 1Y | +19.9% | +31.5% | -11.6% | +5.3% |
| 3Y | +70.1% | +206.5% | -136.4% | +2.3% |
| 5Y | +89.6% | +222.0% | -132.3% | +9.7% |
| 10Y | +568.4% | +473.8% | +94.6% | +165.8% |
| All | +15,762.5% | +1,778.8% | +13,983.6% | +2,933.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling