+349.8%
WELL vs MRSH
+218.8%
+130.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -0.2% | -4.8% | +4.5% | +2.5% |
| 30D | +2.3% | -6.3% | +8.7% | +6.1% |
| 3M | +12.3% | +5.8% | +6.5% | +7.9% |
| 6M | +15.6% | +2.8% | +12.8% | +12.0% |
| YTD | +28.3% | -3.1% | +31.4% | +27.8% |
| 1Y | +41.9% | -11.3% | +53.2% | +48.7% |
| 3Y | +198.3% | -5.0% | +203.3% | +194.2% |
| 5Y | +206.4% | +19.2% | +187.2% | +151.3% |
| All | +349.8% | +218.8% | +130.9% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 10y: compounded portfolio wealth divided by compounded MRSH 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…
10y analysis · Full analysis span regression · 6 months rolling