+101.9%
MPC vs WELL
+31.8%
+70.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +4.6% |
| 7D | -9.4% | +3.5% | -12.9% | -9.3% |
| 30D | -14.3% | +9.7% | -24.0% | -13.7% |
| 3M | +31.1% | +4.8% | +26.3% | +31.7% |
| 6M | +60.3% | +16.1% | +44.2% | +61.3% |
| YTD | +142.5% | +34.7% | +107.8% | +138.2% |
| All | +101.9% | +31.8% | +70.0% | +99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling