+7,452.6%
WELL vs MDY
+2,662.7%
+4,789.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -0.1% | -1.5% | +1.4% | +0.9% |
| 3M | +18.0% | +0.8% | +17.3% | +17.0% |
| 6M | +15.0% | +7.4% | +7.6% | +8.7% |
| YTD | +28.6% | +15.2% | +13.4% | +15.6% |
| 1Y | +42.9% | +16.5% | +26.4% | +26.9% |
| 3Y | +203.0% | +46.8% | +156.2% | +122.5% |
| 5Y | +206.9% | +46.0% | +160.8% | +123.0% |
| 10Y | +339.5% | +172.1% | +167.4% | +112.7% |
| All | +7,452.6% | +2,662.7% | +4,789.9% | +1,419.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling