+1,171.8%
MPC vs WELL
+463.2%
+708.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +11.2% | +0.1% | +11.1% | +11.2% |
| 30D | -14.5% | +5.7% | -20.1% | -16.8% |
| 3M | +16.7% | +4.6% | +12.0% | +13.7% |
| 6M | +67.6% | +11.9% | +55.7% | +56.8% |
| YTD | +157.9% | +33.6% | +124.3% | +119.3% |
| 1Y | +116.7% | +29.8% | +86.9% | +86.7% |
| 3Y | +199.8% | +202.2% | -2.4% | +61.6% |
| 5Y | +604.4% | +223.2% | +381.2% | +254.9% |
| All | +1,171.8% | +463.2% | +708.6% | +411.8% |
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