+189.8%
MU vs WELL
+31.8%
+157.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.0% | +5.3% | +6.7% |
| 7D | -12.0% | +3.5% | -15.5% | -10.6% |
| 30D | -28.7% | +9.7% | -38.4% | -25.5% |
| 3M | -16.4% | +4.8% | -21.2% | -14.1% |
| 6M | -1.8% | +16.1% | -17.9% | +7.0% |
| YTD | +157.1% | +34.7% | +122.4% | +174.8% |
| All | +189.8% | +31.8% | +157.9% | +206.3% |
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