+1,743.1%
MRVL vs WELL
+5,899.7%
-4,156.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.1% | +9.1% | +7.8% |
| 7D | +3.2% | -0.8% | +4.0% | +3.4% |
| 30D | +5.9% | -0.1% | +6.0% | +5.9% |
| 3M | -29.3% | +18.0% | -47.4% | -34.8% |
| 6M | +186.5% | +15.0% | +171.5% | +166.4% |
| YTD | +163.4% | +28.6% | +134.8% | +133.9% |
| 1Y | +249.5% | +42.9% | +206.6% | +196.4% |
| 3Y | +289.4% | +203.0% | +86.3% | +140.8% |
| 5Y | +270.2% | +206.9% | +63.4% | +126.1% |
| 10Y | +1,748.8% | +339.5% | +1,409.4% | +748.1% |
| All | +1,743.1% | +5,899.7% | -4,156.7% | +21.3% |
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