+6,694.3%
MELI vs WELL
+1,376.7%
+5,317.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | -6.5% | -1.1% | -5.4% | -6.0% |
| 30D | +2.8% | +0.7% | +2.1% | +2.3% |
| 3M | +14.3% | +14.5% | -0.2% | +7.0% |
| 6M | +6.0% | +14.4% | -8.4% | -1.4% |
| YTD | -6.8% | +28.5% | -35.3% | -18.2% |
| 1Y | -20.9% | +41.8% | -62.7% | -34.0% |
| 3Y | +31.4% | +202.8% | -171.4% | -24.4% |
| 5Y | -0.4% | +208.8% | -209.2% | -43.9% |
| 10Y | +951.2% | +356.5% | +594.6% | +307.3% |
| All | +6,694.3% | +1,376.7% | +5,317.5% | +788.8% |
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