+1,293.1%
MRVL vs WELL
+475.0%
+818.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.1% | +9.5% | +9.4% |
| 7D | +5.6% | +0.1% | +5.5% | +5.7% |
| 30D | -36.5% | +7.8% | -44.3% | -37.9% |
| 3M | -20.5% | +10.2% | -30.7% | -22.8% |
| 6M | -1.1% | +16.4% | -17.5% | -6.6% |
| YTD | +99.0% | +35.2% | +63.8% | +79.6% |
| 1Y | +89.3% | +30.5% | +58.8% | +72.6% |
| 3Y | +211.6% | +206.1% | +5.6% | +117.3% |
| 5Y | +134.1% | +228.3% | -94.2% | +58.9% |
| 10Y | +1,293.1% | +468.3% | +824.8% | +655.2% |
| All | +1,293.1% | +475.0% | +818.1% | +655.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling