+247.4%
WELL vs MAS
+48.4%
+199.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.6% | -2.8% | +1.6% |
| 7D | +9.2% | +14.2% | -5.0% | +6.1% |
| 30D | +10.6% | +26.8% | -16.2% | +5.2% |
| 3M | +7.5% | +13.1% | -5.6% | +4.5% |
| 6M | +15.0% | +27.9% | -12.9% | +8.4% |
| YTD | +35.0% | +38.7% | -3.6% | +23.7% |
| 1Y | +36.5% | +40.4% | -3.9% | +24.5% |
| 3Y | +197.3% | +66.1% | +131.2% | +144.7% |
| 5Y | +247.4% | +47.4% | +200.0% | +192.8% |
| All | +247.4% | +48.4% | +199.0% | +192.8% |
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