+201.2%
WELL vs MRSH
+18.5%
+182.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.2% |
| 7D | -2.2% | -5.9% | +3.7% | -0.1% |
| 30D | +4.7% | -7.3% | +12.0% | +7.5% |
| 3M | +11.9% | +6.7% | +5.3% | +8.9% |
| 6M | +14.3% | +3.0% | +11.3% | +12.1% |
| YTD | +28.4% | -2.9% | +31.3% | +28.4% |
| 1Y | +42.3% | -9.0% | +51.3% | +45.9% |
| 3Y | +202.6% | -4.3% | +206.9% | +201.8% |
| All | +201.2% | +18.5% | +182.7% | +168.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling