+153.3%
MP vs WELL
+202.9%
-49.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +1.6% |
| 7D | -2.9% | -0.8% | -2.1% | -2.8% |
| 30D | +13.8% | -0.1% | +13.9% | +13.8% |
| 3M | -16.7% | +18.0% | -34.7% | -19.5% |
| 6M | -11.5% | +15.0% | -26.5% | -14.0% |
| YTD | +7.9% | +28.6% | -20.7% | +1.3% |
| 1Y | -15.0% | +42.9% | -58.0% | -23.1% |
| All | +153.3% | +202.9% | -49.7% | +39.6% |
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