+225.9%
WELL vs MSI
+124.3%
+101.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | +0.1% | +3.2% | -3.1% | -0.8% |
| 30D | +5.7% | +17.6% | -11.9% | +0.7% |
| 3M | +4.6% | +14.5% | -9.9% | +0.4% |
| 6M | +11.9% | +34.3% | -22.4% | +1.8% |
| YTD | +33.6% | +39.7% | -6.1% | +19.0% |
| 1Y | +29.8% | +40.2% | -10.4% | +15.4% |
| 3Y | +202.2% | +77.1% | +125.0% | +140.0% |
| All | +225.9% | +124.3% | +101.6% | +130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling