+7,584.0%
WELL vs MCK
+6,813.7%
+770.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | -2.2% | -4.4% | +2.2% | -1.4% |
| 30D | +4.7% | -2.2% | +6.9% | +5.1% |
| 3M | +11.9% | +11.6% | +0.4% | +9.3% |
| 6M | +14.3% | -4.9% | +19.2% | +15.1% |
| YTD | +28.4% | +7.7% | +20.7% | +25.8% |
| 1Y | +42.3% | +25.2% | +17.1% | +35.2% |
| 3Y | +202.6% | +112.1% | +90.4% | +157.2% |
| 5Y | +206.5% | +345.8% | -139.3% | +123.7% |
| 10Y | +356.2% | +439.7% | -83.6% | +211.7% |
| All | +7,584.0% | +6,813.7% | +770.4% | +3,610.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded MCK 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling