+145.1%
MS vs WELL
+207.3%
-62.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.9% |
| 7D | +1.4% | -0.8% | +2.2% | +1.6% |
| 30D | -0.3% | -0.1% | -0.2% | -0.3% |
| 3M | +0.3% | +18.0% | -17.7% | -5.2% |
| 6M | +31.3% | +15.0% | +16.3% | +24.7% |
| YTD | +24.7% | +28.6% | -4.0% | +13.4% |
| 1Y | +47.9% | +42.9% | +5.0% | +28.9% |
| 3Y | +178.3% | +203.0% | -24.7% | +78.7% |
| All | +145.1% | +207.3% | -62.3% | +54.6% |
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