+30.9%
WELL vs MDB
-9.9%
+40.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.7% | +1.2% |
| 7D | +3.5% | -0.9% | +4.4% | +3.5% |
| 30D | +9.7% | -15.2% | +24.9% | +8.8% |
| 3M | +4.8% | -17.9% | +22.7% | +4.1% |
| 6M | +16.1% | +9.3% | +6.8% | +17.7% |
| YTD | +34.7% | -22.0% | +56.7% | +35.4% |
| All | +30.9% | -9.9% | +40.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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