+30.9%
WELL vs MSFU
-1.7%
+32.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | +1.2% |
| 7D | +3.5% | +14.6% | -11.1% | +4.3% |
| 30D | +9.7% | +2.1% | +7.6% | +9.8% |
| 3M | +4.8% | +14.7% | -9.9% | +5.8% |
| 6M | +16.1% | +55.7% | -39.6% | +19.3% |
| YTD | +34.7% | +7.1% | +27.6% | +36.6% |
| All | +30.9% | -1.7% | +32.5% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling