+1,183.2%
WELL vs MSCI
+3,095.4%
-1,912.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.5% |
| 7D | +4.4% | +2.8% | +1.6% | +3.5% |
| 30D | +10.8% | +15.4% | -4.6% | +6.0% |
| 3M | +4.2% | +13.4% | -9.2% | +0.1% |
| 6M | +14.0% | +10.9% | +3.1% | +9.5% |
| YTD | +33.4% | +13.0% | +20.5% | +26.3% |
| 1Y | +32.4% | +12.0% | +20.4% | +25.6% |
| 3Y | +194.7% | +34.1% | +160.6% | +157.2% |
| 5Y | +226.5% | +3.9% | +222.6% | +200.8% |
| 10Y | +429.8% | +802.0% | -372.2% | +130.5% |
| All | +1,183.2% | +3,095.4% | -1,912.2% | +223.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling