+43.4%
MMM vs WELL
+221.0%
-177.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +12.1% | +5.7% | +6.5% | +10.3% |
| 3M | +1.4% | +4.6% | -3.2% | 0.0% |
| 6M | +26.6% | +11.9% | +14.7% | +21.7% |
| YTD | +16.8% | +33.6% | -16.8% | +5.7% |
| 1Y | +10.1% | +29.8% | -19.7% | +0.4% |
| 3Y | +158.4% | +202.2% | -43.7% | +71.4% |
| All | +43.4% | +221.0% | -177.7% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling