+91.0%
WELL vs MSTU
-87.2%
+178.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.9% | -0.6% |
| 7D | -1.1% | +12.9% | -14.0% | -1.2% |
| 30D | +0.7% | +68.3% | -67.6% | +0.6% |
| 3M | +14.5% | +0.4% | +14.1% | +14.5% |
| 6M | +14.4% | -41.5% | +55.9% | +14.5% |
| YTD | +28.5% | -61.7% | +90.2% | +28.5% |
| 1Y | +41.8% | -93.7% | +135.4% | +43.4% |
| All | +91.0% | -87.2% | +178.2% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MSTU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling