+442.3%
WELL vs MSCI
+811.9%
-369.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | +0.1% | +3.0% | -2.9% | -0.7% |
| 30D | +5.7% | +17.8% | -12.1% | +0.9% |
| 3M | +4.6% | +15.2% | -10.6% | +0.4% |
| 6M | +11.9% | +16.5% | -4.6% | +6.3% |
| YTD | +33.6% | +16.4% | +17.2% | +25.9% |
| 1Y | +29.8% | +16.8% | +13.0% | +22.1% |
| 3Y | +202.2% | +35.8% | +166.4% | +163.8% |
| 5Y | +223.2% | +7.0% | +216.3% | +197.3% |
| All | +442.3% | +811.9% | -369.6% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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