+211.0%
WELL vs MTB
+102.5%
+108.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.6% |
| 7D | -1.3% | +2.8% | -4.1% | -1.9% |
| 30D | +0.5% | -4.2% | +4.7% | +1.4% |
| 3M | +19.1% | +7.8% | +11.3% | +17.0% |
| 6M | +17.0% | +14.8% | +2.1% | +13.3% |
| YTD | +29.2% | +20.8% | +8.4% | +23.5% |
| 1Y | +42.1% | +23.1% | +19.0% | +35.0% |
| 3Y | +204.5% | +114.8% | +89.7% | +143.1% |
| 5Y | +211.0% | +103.3% | +107.7% | +152.7% |
| All | +211.0% | +102.5% | +108.5% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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