+1,106.2%
MPC vs WELL
+451.0%
+655.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.1% |
| 7D | -9.4% | +3.5% | -12.9% | -11.0% |
| 30D | -14.3% | +9.7% | -24.0% | -18.1% |
| 3M | +31.1% | +4.8% | +26.3% | +27.5% |
| 6M | +60.3% | +16.1% | +44.2% | +47.3% |
| YTD | +142.5% | +34.7% | +107.8% | +105.5% |
| 1Y | +104.6% | +31.9% | +72.7% | +75.0% |
| 3Y | +191.7% | +209.9% | -18.2% | +55.5% |
| 5Y | +549.2% | +226.5% | +322.7% | +225.9% |
| 10Y | +1,106.2% | +455.3% | +651.0% | +384.3% |
| All | +1,106.2% | +451.0% | +655.3% | +384.3% |
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