+1,954.1%
MRVL vs WELL
+340.0%
+1,614.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.4% |
| 7D | +13.8% | -1.1% | +14.9% | +14.1% |
| 30D | +12.7% | +0.7% | +11.9% | +12.4% |
| 3M | -11.9% | +14.5% | -26.4% | -15.8% |
| 6M | +153.8% | +14.4% | +139.4% | +141.5% |
| YTD | +177.0% | +28.5% | +148.5% | +154.2% |
| 1Y | +252.3% | +41.8% | +210.6% | +213.1% |
| 3Y | +325.5% | +202.8% | +122.7% | +197.6% |
| 5Y | +290.9% | +208.8% | +82.1% | +169.6% |
| 10Y | +1,954.1% | +356.5% | +1,597.6% | +1,061.9% |
| All | +1,954.1% | +340.0% | +1,614.1% | +1,061.9% |
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 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