+10.4%
MMM vs WELL
+42.4%
-32.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | -3.3% | -0.8% | -2.5% | -3.2% |
| 30D | -7.0% | -0.1% | -6.9% | -7.0% |
| 3M | +10.8% | +18.0% | -7.2% | +8.4% |
| 6M | +5.8% | +15.0% | -9.2% | +3.8% |
| YTD | +6.8% | +28.6% | -21.8% | +4.7% |
| 1Y | +10.4% | +42.9% | -32.5% | +7.5% |
| All | +10.4% | +42.4% | -32.0% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling