+18.1%
MCHP vs WELL
+42.4%
-24.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.5% | +1.1% |
| 7D | +1.7% | -0.8% | +2.5% | +1.6% |
| 30D | -4.1% | -0.1% | -4.0% | -4.0% |
| 3M | -22.5% | +18.0% | -40.5% | -22.2% |
| 6M | +7.3% | +15.0% | -7.7% | +7.6% |
| YTD | +18.4% | +28.6% | -10.2% | +22.3% |
| 1Y | +18.1% | +42.9% | -24.8% | +22.5% |
| All | +18.1% | +42.4% | -24.3% | +22.5% |
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