-3.2%
MCD vs WELL
+32.5%
-35.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +7.3% | +3.0% | +4.2% | +6.6% |
| 30D | +20.0% | +10.2% | +9.7% | +17.8% |
| 3M | +3.8% | +6.1% | -2.3% | +2.5% |
| 6M | +3.8% | +16.6% | -12.9% | +0.9% |
| YTD | -5.9% | +35.3% | -41.2% | -10.5% |
| 1Y | -3.2% | +31.5% | -34.7% | -7.6% |
| All | -3.2% | +32.5% | -35.7% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling