+3,164.0%
MMM vs WELL
+19,790.6%
-16,626.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +17.4% | +7.8% | +9.6% | +15.3% |
| 3M | +3.6% | +10.2% | -6.6% | +1.0% |
| 6M | +33.0% | +16.4% | +16.7% | +27.7% |
| YTD | +19.6% | +35.2% | -15.5% | +10.4% |
| 1Y | +14.0% | +30.5% | -16.4% | +6.1% |
| 3Y | +164.3% | +206.1% | -41.8% | +97.1% |
| 5Y | +49.3% | +228.3% | -178.9% | +8.4% |
| 10Y | +78.4% | +468.3% | -390.0% | +4.8% |
| All | +3,164.0% | +19,790.6% | -16,626.5% | +1,122.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling