+53.8%
MMM vs WELL
+335.2%
-281.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -1.6% | -1.3% | -0.3% | -1.3% |
| 30D | -8.0% | +0.5% | -8.5% | -8.2% |
| 3M | +9.4% | +19.1% | -9.7% | +4.8% |
| 6M | +10.2% | +17.0% | -6.7% | +5.9% |
| YTD | +6.1% | +29.2% | -23.1% | -0.5% |
| 1Y | +10.8% | +42.1% | -31.4% | +1.4% |
| 3Y | +104.8% | +204.5% | -99.8% | +55.7% |
| 5Y | +27.0% | +211.0% | -183.9% | -4.8% |
| 10Y | +53.8% | +337.6% | -283.8% | +5.2% |
| All | +53.8% | +335.2% | -281.4% | +5.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling