+97.1%
MRVL vs WELL
+224.6%
-127.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.2% | +5.9% | +5.8% |
| 7D | -28.1% | +4.4% | -32.5% | -29.0% |
| 30D | -50.4% | +10.8% | -61.2% | -52.1% |
| 3M | -32.9% | +4.2% | -37.1% | -34.1% |
| 6M | -17.9% | +14.0% | -31.9% | -22.9% |
| YTD | +66.4% | +33.4% | +33.0% | +44.3% |
| 1Y | +51.5% | +32.4% | +19.1% | +31.6% |
| 3Y | +177.9% | +194.7% | -16.9% | +49.9% |
| All | +97.1% | +224.6% | -127.5% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling