+212.9%
WELL vs MLM
+41.9%
+170.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.4% |
| 7D | -0.8% | -2.9% | +2.1% | 0.0% |
| 30D | -0.1% | -6.8% | +6.7% | +1.8% |
| 3M | +18.0% | -11.2% | +29.3% | +21.5% |
| 6M | +15.0% | -21.8% | +36.8% | +22.7% |
| YTD | +28.6% | -17.0% | +45.6% | +33.9% |
| 1Y | +42.9% | -16.4% | +59.3% | +48.1% |
| 3Y | +203.0% | +14.5% | +188.5% | +174.2% |
| All | +212.9% | +41.9% | +170.9% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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