+5,979.9%
MCD vs WELL
+18,826.3%
-12,846.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.1% |
| 7D | -2.8% | -0.8% | -2.0% | -2.7% |
| 30D | -6.0% | -0.1% | -5.9% | -6.0% |
| 3M | -5.6% | +18.0% | -23.6% | -9.1% |
| 6M | -21.9% | +15.0% | -36.8% | -24.5% |
| YTD | -14.7% | +28.6% | -43.3% | -19.7% |
| 1Y | -17.3% | +42.9% | -60.2% | -24.1% |
| 3Y | -2.2% | +203.0% | -205.2% | -24.8% |
| 5Y | +20.3% | +206.9% | -186.6% | -9.0% |
| 10Y | +180.7% | +339.5% | -158.8% | +84.9% |
| All | +5,979.9% | +18,826.3% | -12,846.3% | +2,609.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling