+18,665.9%
WELL vs MSI
+4,035.2%
+14,630.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -0.8% | -3.7% | +2.9% | -0.1% |
| 30D | -0.1% | +6.8% | -6.9% | -1.4% |
| 3M | +18.0% | +14.3% | +3.7% | +15.0% |
| 6M | +15.0% | -1.6% | +16.6% | +14.8% |
| YTD | +28.6% | +22.8% | +5.8% | +23.2% |
| 1Y | +42.9% | -1.1% | +44.0% | +42.3% |
| 3Y | +203.0% | +70.5% | +132.5% | +171.7% |
| 5Y | +206.9% | +102.8% | +104.1% | +165.3% |
| 10Y | +339.5% | +597.4% | -257.9% | +213.8% |
| All | +18,665.9% | +4,035.2% | +14,630.7% | +10,433.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling