+2,396.4%
MUU vs WELL
+41.8%
+2,354.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.2% |
| 7D | +15.0% | -1.1% | +16.2% | +14.5% |
| 30D | +36.8% | +0.7% | +36.1% | +37.0% |
| 3M | -8.5% | +14.5% | -23.0% | -3.8% |
| 6M | +320.7% | +14.4% | +306.3% | +346.3% |
| YTD | +599.7% | +28.5% | +571.2% | +615.8% |
| All | +2,396.4% | +41.8% | +2,354.6% | +2,231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling