+41,921.5%
MCHP vs WELL
+7,880.7%
+34,040.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.2% |
| 7D | +2.8% | -1.3% | +4.1% | +3.2% |
| 30D | -12.8% | +0.5% | -13.4% | -13.1% |
| 3M | -19.2% | +19.1% | -38.3% | -24.9% |
| 6M | +14.5% | +17.0% | -2.4% | +6.8% |
| YTD | +17.1% | +29.2% | -12.1% | +5.1% |
| 1Y | +15.3% | +42.1% | -26.8% | -0.7% |
| 3Y | +0.5% | +204.5% | -204.1% | -36.0% |
| 5Y | +6.1% | +211.0% | -204.9% | -33.6% |
| 10Y | +192.2% | +337.6% | -145.4% | +48.4% |
| All | +41,921.5% | +7,880.7% | +34,040.8% | +8,211.0% |
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