+232.9%
WELL vs MSFU
+76.3%
+156.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.9% |
| 7D | -0.8% | -5.7% | +4.9% | -0.6% |
| 30D | -0.1% | +4.2% | -4.3% | -0.3% |
| 3M | +18.0% | +27.9% | -9.9% | +16.5% |
| 6M | +15.0% | +37.1% | -22.1% | +12.2% |
| YTD | +28.6% | -7.4% | +36.0% | +29.7% |
| 1Y | +42.9% | -19.6% | +62.5% | +46.0% |
| 3Y | +203.0% | +33.2% | +169.8% | +176.1% |
| All | +232.9% | +76.3% | +156.6% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling