+1,135.3%
MPC vs WELL
+475.0%
+660.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.5% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -12.2% | +7.8% | -20.0% | -15.4% |
| 3M | +20.1% | +10.2% | +9.8% | +14.2% |
| 6M | +60.6% | +16.4% | +44.2% | +47.4% |
| YTD | +150.6% | +35.2% | +115.4% | +112.0% |
| 1Y | +104.7% | +30.5% | +74.2% | +76.0% |
| 3Y | +194.5% | +206.1% | -11.6% | +57.9% |
| 5Y | +582.3% | +228.3% | +354.0% | +241.5% |
| 10Y | +1,135.3% | +468.3% | +666.9% | +400.1% |
| All | +1,135.3% | +475.0% | +660.3% | +400.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling