+847.8%
MU vs WELL
+227.0%
+620.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.2% |
| 7D | -22.0% | +4.4% | -26.4% | -22.7% |
| 30D | -36.6% | +10.8% | -47.4% | -38.2% |
| 3M | -21.7% | +4.2% | -25.9% | -22.7% |
| 6M | +3.5% | +14.0% | -10.5% | -0.9% |
| YTD | +141.9% | +33.4% | +108.5% | +118.3% |
| 1Y | +189.8% | +32.4% | +157.4% | +161.5% |
| 3Y | +855.4% | +194.7% | +660.6% | +516.8% |
| All | +847.8% | +227.0% | +620.8% | +479.6% |
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