+5,778.3%
MU vs WELL
+335.2%
+5,443.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | +7.2% | -1.3% | +8.5% | +7.5% |
| 30D | +14.0% | +0.5% | +13.5% | +13.7% |
| 3M | +5.4% | +19.1% | -13.7% | -1.2% |
| 6M | +170.3% | +17.0% | +153.3% | +153.8% |
| YTD | +250.7% | +29.2% | +221.5% | +218.1% |
| 1Y | +662.1% | +42.1% | +620.0% | +567.3% |
| 3Y | +1,341.2% | +204.5% | +1,136.7% | +855.5% |
| 5Y | +1,319.3% | +211.0% | +1,108.4% | +821.5% |
| 10Y | +5,778.3% | +337.6% | +5,440.7% | +3,044.2% |
| All | +5,778.3% | +335.2% | +5,443.1% | +3,044.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling