+45.3%
MO vs WELL
+37.3%
+8.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.4% | +0.4% |
| 7D | +6.9% | +9.2% | -2.3% | +3.6% |
| 30D | +14.9% | +10.6% | +4.3% | +10.7% |
| 3M | +16.4% | +7.5% | +8.9% | +13.2% |
| 6M | +9.6% | +15.0% | -5.5% | +4.1% |
| YTD | +41.8% | +35.0% | +6.8% | +31.5% |
| 1Y | +45.3% | +36.5% | +8.8% | +32.3% |
| All | +45.3% | +37.3% | +8.0% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling