+10.8%
MMM vs WELL
+43.5%
-32.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -1.6% | -1.3% | -0.3% | -1.5% |
| 30D | -8.0% | +0.5% | -8.5% | -8.1% |
| 3M | +9.4% | +19.1% | -9.7% | +6.9% |
| 6M | +10.2% | +17.0% | -6.7% | +8.0% |
| YTD | +6.1% | +29.2% | -23.1% | +4.0% |
| 1Y | +10.8% | +42.1% | -31.4% | +7.4% |
| All | +10.8% | +43.5% | -32.7% | +7.4% |
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