+19,401.7%
WELL vs MOS
+122.8%
+19,278.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.3% | -1.6% |
| 7D | +5.3% | +22.5% | -17.2% | +1.5% |
| 30D | +8.7% | +6.6% | +2.1% | +7.1% |
| 3M | +3.8% | -3.8% | +7.6% | +3.8% |
| 6M | +15.4% | -2.2% | +17.6% | +14.4% |
| YTD | +33.7% | -4.8% | +38.4% | +32.1% |
| 1Y | +33.6% | -11.7% | +45.4% | +33.4% |
| 3Y | +194.2% | -26.5% | +220.7% | +196.5% |
| 5Y | +227.0% | -32.2% | +259.2% | +223.3% |
| 10Y | +430.7% | +10.2% | +420.6% | +342.9% |
| All | +19,401.7% | +122.8% | +19,278.8% | +13,294.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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