+163.8%
MPC vs WELL
+195.0%
-31.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -16.2% | +4.4% | -20.6% | -16.5% |
| 30D | -15.7% | +10.8% | -26.5% | -16.2% |
| 3M | +24.9% | +4.2% | +20.7% | +24.6% |
| 6M | +52.7% | +14.0% | +38.7% | +50.8% |
| YTD | +131.9% | +33.4% | +98.4% | +123.6% |
| 1Y | +96.6% | +32.4% | +64.2% | +89.9% |
| 3Y | +163.8% | +194.7% | -31.0% | +113.4% |
| All | +163.8% | +195.0% | -31.2% | +113.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling