+3,812.0%
MRK vs WELL
+18,826.3%
-15,014.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.7% | -0.9% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | +17.1% | -0.1% | +17.2% | +17.2% |
| 3M | +25.9% | +18.0% | +7.9% | +21.3% |
| 6M | +26.8% | +15.0% | +11.8% | +22.7% |
| YTD | +44.9% | +28.6% | +16.3% | +36.7% |
| 1Y | +84.8% | +42.9% | +41.9% | +70.3% |
| 3Y | +50.1% | +203.0% | -152.9% | +16.5% |
| 5Y | +127.4% | +206.9% | -79.5% | +73.3% |
| 10Y | +240.0% | +339.5% | -99.5% | +122.1% |
| All | +3,812.0% | +18,826.3% | -15,014.2% | +1,371.6% |
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