+45.8%
MPC vs WELL
+13.4%
+32.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -4.0% |
| 7D | -12.8% | +5.3% | -18.0% | -12.3% |
| 30D | -12.7% | +8.7% | -21.4% | -11.0% |
| 3M | +27.1% | +3.8% | +23.2% | +28.5% |
| 6M | +45.8% | +15.4% | +30.4% | +49.9% |
| All | +45.8% | +13.4% | +32.4% | +49.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling