+442.3%
WELL vs MDY
+165.3%
+277.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +0.1% | +2.3% | -2.1% | -1.7% |
| 30D | +5.7% | +2.0% | +3.7% | +3.8% |
| 3M | +4.6% | -5.6% | +10.3% | +9.3% |
| 6M | +11.9% | +1.3% | +10.6% | +9.8% |
| YTD | +33.6% | +12.3% | +21.3% | +19.8% |
| 1Y | +29.8% | +15.8% | +14.0% | +13.1% |
| 3Y | +202.2% | +56.5% | +145.7% | +92.3% |
| 5Y | +223.2% | +35.1% | +188.1% | +132.6% |
| All | +442.3% | +165.3% | +277.0% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling