+30.9%
WELL vs MSTU
-90.3%
+121.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.1% | +6.0% | +0.9% |
| 7D | +3.5% | -9.3% | +12.8% | +3.5% |
| 30D | +9.7% | -38.3% | +48.0% | +9.5% |
| 3M | +4.8% | +24.0% | -19.2% | +5.2% |
| 6M | +16.1% | -72.1% | +88.1% | +16.7% |
| YTD | +34.7% | -70.2% | +104.9% | +34.0% |
| All | +30.9% | -90.3% | +121.1% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling