+75,738.0%
MU vs WELL
+19,815.5%
+55,922.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -15.2% | +3.0% | -18.2% | -16.2% |
| 30D | -29.5% | +10.2% | -39.7% | -32.6% |
| 3M | -15.8% | +6.1% | -21.9% | -18.4% |
| 6M | -2.9% | +16.6% | -19.5% | -10.8% |
| YTD | +154.2% | +35.3% | +118.9% | +118.9% |
| 1Y | +186.6% | +31.5% | +155.1% | +149.1% |
| 3Y | +871.5% | +206.5% | +665.0% | +478.1% |
| 5Y | +911.7% | +222.0% | +689.7% | +479.8% |
| 10Y | +4,277.4% | +473.8% | +3,803.6% | +1,607.6% |
| All | +75,738.0% | +19,815.5% | +55,922.5% | +14,412.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling