+1,120.0%
MPC vs WELL
+338.0%
+781.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.3% |
| 7D | +5.4% | -0.8% | +6.2% | +5.8% |
| 30D | +31.0% | -0.1% | +31.0% | +30.8% |
| 3M | +46.0% | +18.0% | +28.0% | +33.8% |
| 6M | +77.3% | +15.0% | +62.3% | +63.5% |
| YTD | +141.9% | +28.6% | +113.3% | +110.5% |
| 1Y | +120.9% | +42.9% | +78.0% | +81.7% |
| 3Y | +182.7% | +203.0% | -20.3% | +52.6% |
| 5Y | +646.4% | +206.9% | +439.6% | +288.0% |
| All | +1,120.0% | +338.0% | +781.9% | +417.4% |
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