+3.2%
MELI vs WELL
+207.6%
-204.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.3% | -2.2% | -2.0% | -3.5% |
| 30D | -1.7% | +4.7% | -6.4% | -3.3% |
| 3M | +20.0% | +11.9% | +8.1% | +14.9% |
| 6M | +9.4% | +14.3% | -4.9% | +3.3% |
| YTD | -5.4% | +28.4% | -33.7% | -15.2% |
| 1Y | -18.8% | +42.3% | -61.1% | -30.9% |
| 3Y | +33.5% | +202.6% | -169.1% | -25.0% |
| 5Y | +3.2% | +206.5% | -203.3% | -45.5% |
| All | +3.2% | +207.6% | -204.4% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling