-0.9%
MCHP vs WELL
+201.2%
-202.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +0.3% | -1.1% | +1.5% | +0.5% |
| 30D | -9.8% | +0.7% | -10.5% | -9.9% |
| 3M | -19.7% | +14.5% | -34.2% | -22.2% |
| 6M | +13.6% | +14.4% | -0.8% | +9.7% |
| YTD | +16.5% | +28.5% | -11.9% | +9.4% |
| 1Y | +15.7% | +41.8% | -26.1% | +4.7% |
| All | -0.9% | +201.2% | -202.1% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling