+3,005.7%
MPC vs WELL
+770.6%
+2,235.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.4% |
| 7D | -12.8% | +5.3% | -18.0% | -15.0% |
| 30D | -12.7% | +8.7% | -21.4% | -16.3% |
| 3M | +27.1% | +3.8% | +23.2% | +24.1% |
| 6M | +45.8% | +15.4% | +30.4% | +34.4% |
| YTD | +134.7% | +33.7% | +101.1% | +99.9% |
| 1Y | +106.0% | +33.6% | +72.4% | +75.3% |
| 3Y | +165.5% | +194.2% | -28.7% | +47.2% |
| 5Y | +540.9% | +227.0% | +313.9% | +225.7% |
| 10Y | +1,133.6% | +430.7% | +702.9% | +353.7% |
| All | +3,005.7% | +770.6% | +2,235.1% | +543.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling