+978.0%
MU vs WELL
+204.6%
+773.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.7% |
| 7D | +21.6% | +0.1% | +21.5% | +21.6% |
| 30D | -16.2% | +6.8% | -23.0% | -15.8% |
| 3M | -12.4% | +6.7% | -19.1% | -12.0% |
| 6M | +4.2% | +13.8% | -9.6% | +4.9% |
| YTD | +180.0% | +33.8% | +146.1% | +173.3% |
| 1Y | +226.4% | +29.6% | +196.8% | +219.6% |
| All | +978.0% | +204.6% | +773.4% | +834.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling