+1,272.2%
MUU vs WELL
+103.9%
+1,168.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.0% | -5.3% |
| 7D | +24.7% | +0.1% | +24.6% | +24.7% |
| 30D | -35.1% | +5.7% | -40.8% | -34.8% |
| 3M | -44.3% | +4.6% | -48.9% | -43.9% |
| 6M | -44.4% | +11.9% | -56.3% | -44.4% |
| YTD | +244.9% | +33.6% | +211.3% | +206.5% |
| 1Y | +365.6% | +29.8% | +335.8% | +317.4% |
| All | +1,272.2% | +103.9% | +1,168.3% | +760.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling