+3,767.8%
MRK vs WELL
+19,558.2%
-15,790.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +0.3% | +5.7% | -5.4% | -1.0% |
| 3M | +9.7% | +4.6% | +5.0% | +8.5% |
| 6M | +32.0% | +11.9% | +20.1% | +28.5% |
| YTD | +43.3% | +33.6% | +9.7% | +34.0% |
| 1Y | +63.7% | +29.8% | +33.9% | +54.0% |
| 3Y | +58.0% | +202.2% | -144.1% | +22.7% |
| 5Y | +105.0% | +223.2% | -118.2% | +54.6% |
| 10Y | +228.6% | +461.7% | -233.1% | +102.4% |
| All | +3,767.8% | +19,558.2% | -15,790.3% | +1,341.9% |
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 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