+298.8%
MRVL vs WELL
+204.6%
+94.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.1% | +9.1% | +7.1% |
| 7D | +3.2% | -0.8% | +4.0% | +3.2% |
| 30D | +5.9% | -0.1% | +6.0% | +5.9% |
| 3M | -29.3% | +18.0% | -47.4% | -30.9% |
| 6M | +186.5% | +15.0% | +171.5% | +182.0% |
| YTD | +163.4% | +28.6% | +134.8% | +151.4% |
| 1Y | +249.5% | +42.9% | +206.6% | +222.5% |
| All | +298.8% | +204.6% | +94.2% | +174.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling