+188.9%
MCHP vs WELL
+356.9%
-168.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -2.1% | -2.2% | +0.2% | -1.3% |
| 30D | -11.1% | +4.7% | -15.8% | -12.8% |
| 3M | -18.1% | +11.9% | -30.0% | -22.3% |
| 6M | +10.8% | +14.3% | -3.5% | +3.8% |
| YTD | +14.2% | +28.4% | -14.1% | +2.0% |
| 1Y | +13.5% | +42.3% | -28.8% | -3.5% |
| 3Y | -2.0% | +202.6% | -204.6% | -40.2% |
| 5Y | +1.4% | +206.5% | -205.1% | -39.3% |
| All | +188.9% | +356.9% | -168.0% | +35.2% |
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