+106.6%
MMM vs WELL
+204.6%
-98.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.6% |
| 7D | -3.3% | -0.8% | -2.5% | -3.1% |
| 30D | -7.0% | -0.1% | -6.9% | -7.0% |
| 3M | +10.8% | +18.0% | -7.2% | +6.0% |
| 6M | +5.8% | +15.0% | -9.2% | +1.6% |
| YTD | +6.8% | +28.6% | -21.8% | -0.6% |
| 1Y | +10.4% | +42.9% | -32.5% | -0.9% |
| All | +106.6% | +204.6% | -98.0% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling