+349.8%
WELL vs MDY
+177.2%
+172.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -0.2% | -1.9% | +1.6% | +1.3% |
| 30D | +2.3% | -4.6% | +7.0% | +6.2% |
| 3M | +12.3% | -1.2% | +13.5% | +13.0% |
| 6M | +15.6% | +9.2% | +6.4% | +6.7% |
| YTD | +28.3% | +13.1% | +15.3% | +14.7% |
| 1Y | +41.9% | +13.0% | +28.9% | +26.4% |
| 3Y | +198.3% | +49.2% | +149.1% | +99.4% |
| 5Y | +206.4% | +47.2% | +159.2% | +102.0% |
| All | +349.8% | +177.2% | +172.6% | +66.7% |
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