+92.1%
WELL vs MSTU
-86.5%
+178.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.6% | +9.1% | +0.5% |
| 7D | -1.3% | +16.1% | -17.5% | -1.4% |
| 30D | +0.5% | +68.7% | -68.1% | +0.3% |
| 3M | +19.1% | -11.0% | +30.1% | +19.1% |
| 6M | +17.0% | -33.4% | +50.3% | +17.0% |
| YTD | +29.2% | -59.5% | +88.7% | +29.2% |
| 1Y | +42.1% | -93.4% | +135.5% | +43.8% |
| All | +92.1% | -86.5% | +178.6% | +99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling