+2,423.9%
MUU vs WELL
+95.9%
+2,328.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | +3.6% | -2.2% | +5.8% | +3.7% |
| 30D | +22.3% | +4.7% | +17.6% | +21.6% |
| 3M | -8.2% | +11.9% | -20.1% | -11.3% |
| 6M | +256.3% | +14.3% | +242.1% | +239.1% |
| YTD | +534.4% | +28.4% | +506.0% | +459.3% |
| 1Y | +2,163.5% | +42.3% | +2,121.2% | +1,718.0% |
| All | +2,423.9% | +95.9% | +2,328.0% | +1,469.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling