+42.1%
WELL vs MDB
+9.1%
+33.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +3.9% | +0.3% |
| 7D | -1.3% | -18.0% | +16.7% | -2.4% |
| 30D | +0.5% | -10.7% | +11.2% | +0.1% |
| 3M | +19.1% | +1.0% | +18.1% | +19.7% |
| 6M | +17.0% | +31.6% | -14.7% | +19.1% |
| YTD | +29.2% | -15.2% | +44.4% | +30.4% |
| 1Y | +42.1% | +10.1% | +32.0% | +43.8% |
| All | +42.1% | +9.1% | +33.0% | +43.8% |
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