+443.3%
WELL vs MSCI
+799.8%
-356.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +6.8% | +16.2% | -9.4% | +2.4% |
| 3M | +6.7% | +16.1% | -9.4% | +2.2% |
| 6M | +13.8% | +12.9% | +0.9% | +9.1% |
| YTD | +33.8% | +14.8% | +19.0% | +26.6% |
| 1Y | +29.6% | +13.8% | +15.8% | +22.9% |
| 3Y | +203.1% | +31.2% | +171.9% | +167.4% |
| 5Y | +223.8% | +5.6% | +218.3% | +199.0% |
| All | +443.3% | +799.8% | -356.5% | +162.9% |
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