+387.5%
WELL vs MDB
+848.0%
-460.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | -0.4% |
| 7D | +4.4% | -11.4% | +15.8% | +5.3% |
| 30D | +10.8% | -13.8% | +24.6% | +11.7% |
| 3M | +4.2% | -15.5% | +19.7% | +4.7% |
| 6M | +14.0% | +17.9% | -3.9% | +10.8% |
| YTD | +33.4% | -25.5% | +58.9% | +33.7% |
| 1Y | +32.4% | -12.1% | +44.5% | +30.4% |
| 3Y | +194.7% | -5.9% | +200.6% | +179.0% |
| 5Y | +226.5% | -43.7% | +270.2% | +208.9% |
| All | +387.5% | +848.0% | -460.5% | +233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling