+227.0%
WELL vs MAS
+41.7%
+185.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.3% |
| 7D | +5.3% | +4.6% | +0.7% | +4.2% |
| 30D | +8.7% | +19.9% | -11.2% | +4.6% |
| 3M | +3.8% | +8.9% | -5.1% | +1.8% |
| 6M | +15.4% | +20.2% | -4.8% | +10.1% |
| YTD | +33.7% | +33.9% | -0.2% | +23.3% |
| 1Y | +33.6% | +34.7% | -1.0% | +22.9% |
| 3Y | +194.2% | +60.4% | +133.8% | +143.7% |
| 5Y | +227.0% | +43.5% | +183.6% | +176.4% |
| All | +227.0% | +41.7% | +185.3% | +176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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