+16,970.1%
MO vs WELL
+19,790.6%
-2,820.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | +8.0% | +7.8% | +0.2% | +6.4% |
| 3M | +20.9% | +10.2% | +10.7% | +18.5% |
| 6M | +16.3% | +16.4% | 0.0% | +12.8% |
| YTD | +40.7% | +35.2% | +5.6% | +32.4% |
| 1Y | +41.5% | +30.5% | +11.0% | +33.9% |
| 3Y | +141.5% | +206.1% | -64.6% | +92.5% |
| 5Y | +153.1% | +228.3% | -75.2% | +97.0% |
| 10Y | +149.3% | +468.3% | -319.0% | +67.3% |
| All | +16,970.1% | +19,790.6% | -2,820.5% | +7,375.5% |
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