+202.2%
WELL vs MSI
+76.4%
+125.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +0.1% | +3.2% | -3.1% | -0.5% |
| 30D | +5.7% | +17.6% | -11.9% | +2.5% |
| 3M | +4.6% | +14.5% | -9.9% | +2.0% |
| 6M | +11.9% | +34.3% | -22.4% | +5.3% |
| YTD | +33.6% | +39.7% | -6.1% | +23.8% |
| 1Y | +29.8% | +40.2% | -10.4% | +20.1% |
| 3Y | +202.2% | +77.1% | +125.0% | +144.8% |
| All | +202.2% | +76.4% | +125.8% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 3y: compounded portfolio wealth divided by compounded MSI 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…
3y analysis · Full analysis span regression · 6 months rolling