+33.3%
MELI vs WELL
+200.9%
-167.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +3.8% | +2.3% | +1.5% | +3.6% |
| 3M | +17.8% | +12.3% | +5.6% | +16.2% |
| 6M | +7.4% | +15.6% | -8.1% | +5.3% |
| YTD | -5.8% | +28.3% | -34.1% | -9.6% |
| 1Y | -18.9% | +41.9% | -60.8% | -24.2% |
| 3Y | +33.3% | +198.3% | -165.0% | -8.0% |
| All | +33.3% | +200.9% | -167.5% | -8.0% |
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 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