+23.0%
MMM vs WELL
+37.3%
-14.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.8% | +6.7% | +9.0% |
| 7D | +12.2% | +9.2% | +3.1% | +10.8% |
| 30D | +18.8% | +10.6% | +8.2% | +17.2% |
| 3M | +7.4% | +7.5% | -0.1% | +6.2% |
| 6M | +38.3% | +15.0% | +23.3% | +35.1% |
| YTD | +22.9% | +35.0% | -12.2% | +19.2% |
| 1Y | +23.0% | +36.5% | -13.5% | +19.2% |
| All | +23.0% | +37.3% | -14.3% | +19.2% |
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