+6,288.2%
MS vs WELL
+9,385.1%
-3,096.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +1.4% |
| 7D | +1.4% | -0.8% | +2.2% | +1.8% |
| 30D | -0.3% | -0.1% | -0.2% | -0.3% |
| 3M | +0.3% | +18.0% | -17.7% | -9.3% |
| 6M | +31.3% | +15.0% | +16.3% | +19.7% |
| YTD | +24.7% | +28.6% | -4.0% | +6.3% |
| 1Y | +47.9% | +42.9% | +5.0% | +18.5% |
| 3Y | +178.3% | +203.0% | -24.7% | +43.4% |
| 5Y | +144.9% | +206.9% | -62.0% | +21.4% |
| 10Y | +804.5% | +339.5% | +465.1% | +204.9% |
| All | +6,288.2% | +9,385.1% | -3,096.9% | +500.7% |
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