-42.3%
MSTR vs WELL
+37.3%
-79.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.8% | +2.3% | +5.5% |
| 7D | -1.8% | +9.2% | -11.0% | -0.5% |
| 30D | -13.3% | +10.6% | -23.9% | -12.1% |
| 3M | +46.0% | +7.5% | +38.5% | +47.5% |
| 6M | -22.4% | +15.0% | -37.5% | -19.8% |
| YTD | -6.2% | +35.0% | -41.2% | -1.7% |
| 1Y | -42.3% | +36.5% | -78.8% | -44.7% |
| All | -42.3% | +37.3% | -79.6% | -44.7% |
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 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