+178.1%
MCD vs WELL
+332.8%
-154.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -0.9% |
| 7D | -2.8% | -0.8% | -2.0% | -2.6% |
| 30D | -6.0% | -0.1% | -5.9% | -6.1% |
| 3M | -5.6% | +18.0% | -23.6% | -10.0% |
| 6M | -21.9% | +15.0% | -36.8% | -25.1% |
| YTD | -14.7% | +28.6% | -43.3% | -20.9% |
| 1Y | -17.3% | +42.9% | -60.2% | -25.7% |
| 3Y | -2.2% | +203.0% | -205.2% | -29.9% |
| 5Y | +20.3% | +206.9% | -186.6% | -15.5% |
| All | +178.1% | +332.8% | -154.7% | +63.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling