+18,665.9%
WELL vs MKC
+3,376.8%
+15,289.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | -0.8% | -5.9% | +5.1% | +0.6% |
| 30D | -0.1% | -0.9% | +0.8% | +0.1% |
| 3M | +18.0% | +12.7% | +5.3% | +14.7% |
| 6M | +15.0% | -19.3% | +34.3% | +20.1% |
| YTD | +28.6% | -22.2% | +50.8% | +35.0% |
| 1Y | +42.9% | -23.3% | +66.3% | +50.3% |
| 3Y | +203.0% | -30.0% | +233.0% | +222.6% |
| 5Y | +206.9% | -33.8% | +240.6% | +228.4% |
| 10Y | +339.5% | +24.4% | +315.0% | +308.2% |
| All | +18,665.9% | +3,376.8% | +15,289.1% | +12,149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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