+2,538.2%
MUU vs WELL
+97.2%
+2,441.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.0% |
| 7D | +13.9% | -1.3% | +15.2% | +14.0% |
| 30D | +24.8% | +0.5% | +24.3% | +24.5% |
| 3M | -15.7% | +19.1% | -34.8% | -20.6% |
| 6M | +338.9% | +17.0% | +321.9% | +313.2% |
| YTD | +563.2% | +29.2% | +534.0% | +484.3% |
| 1Y | +2,577.5% | +42.1% | +2,535.3% | +2,061.2% |
| All | +2,538.2% | +97.2% | +2,441.1% | +1,539.9% |
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