-68.0%
MARA vs WELL
+207.6%
-275.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -1.5% | -2.2% | +0.8% | +0.1% |
| 30D | +18.1% | +4.7% | +13.4% | +14.3% |
| 3M | -9.4% | +11.9% | -21.4% | -18.1% |
| 6M | +33.4% | +14.3% | +19.1% | +17.2% |
| YTD | +27.3% | +28.4% | -1.1% | +1.2% |
| 1Y | -27.9% | +42.3% | -70.2% | -48.2% |
| 3Y | +4.8% | +202.6% | -197.8% | -65.1% |
| 5Y | -68.0% | +206.5% | -274.5% | -89.6% |
| All | -68.0% | +207.6% | -275.6% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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