+19,622.0%
WELL vs MTB
+7,606.4%
+12,015.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +0.1% | -2.0% | +2.1% | +0.9% |
| 30D | +7.8% | +0.1% | +7.6% | +7.7% |
| 3M | +10.2% | -12.1% | +22.3% | +15.8% |
| 6M | +16.4% | +7.3% | +9.1% | +12.8% |
| YTD | +35.2% | +11.5% | +23.6% | +28.4% |
| 1Y | +30.5% | +21.3% | +9.2% | +19.6% |
| 3Y | +206.1% | +104.1% | +102.0% | +119.6% |
| 5Y | +228.3% | +61.8% | +166.4% | +148.9% |
| 10Y | +468.3% | +115.4% | +352.9% | +260.2% |
| All | +19,622.0% | +7,606.4% | +12,015.7% | +6,168.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling