+1,822.4%
WELL vs MKTX
+1,445.7%
+376.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +0.5% | +1.0% | -0.5% | +0.3% |
| 3M | +19.1% | +41.3% | -22.2% | +8.4% |
| 6M | +17.0% | -11.3% | +28.3% | +18.5% |
| YTD | +29.2% | -8.6% | +37.8% | +29.8% |
| 1Y | +42.1% | -11.1% | +53.2% | +43.3% |
| 3Y | +204.5% | -24.5% | +229.1% | +210.8% |
| 5Y | +211.0% | -61.4% | +272.4% | +264.2% |
| 10Y | +337.6% | +6.8% | +330.8% | +276.1% |
| All | +1,822.4% | +1,445.7% | +376.7% | +528.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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