+1,173.1%
MRVL vs WELL
+6,213.3%
-5,040.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -10.2% | +3.0% | -13.3% | -11.2% |
| 30D | -43.9% | +10.2% | -54.1% | -46.3% |
| 3M | -26.0% | +6.1% | -32.1% | -28.2% |
| 6M | -9.2% | +16.6% | -25.8% | -16.5% |
| YTD | +82.0% | +35.3% | +46.7% | +57.4% |
| 1Y | +65.9% | +31.5% | +34.4% | +45.0% |
| 3Y | +185.0% | +206.5% | -21.4% | +74.8% |
| 5Y | +121.5% | +222.0% | -100.5% | +32.3% |
| 10Y | +1,224.2% | +473.8% | +750.4% | +435.3% |
| All | +1,173.1% | +6,213.3% | -5,040.2% | -18.4% |
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 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