+1,315.7%
MU vs WELL
+207.3%
+1,108.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.1% | +8.2% | +6.6% |
| 7D | +9.0% | -0.8% | +9.8% | +9.1% |
| 30D | +13.8% | -0.1% | +13.9% | +13.7% |
| 3M | +2.1% | +18.0% | -15.9% | -3.6% |
| 6M | +153.8% | +15.0% | +138.8% | +141.4% |
| YTD | +256.4% | +28.6% | +227.8% | +225.7% |
| 1Y | +719.8% | +42.9% | +676.8% | +618.9% |
| 3Y | +1,360.4% | +203.0% | +1,157.3% | +839.7% |
| All | +1,315.7% | +207.3% | +1,108.3% | +786.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling