+206.5%
WELL vs MTZ
+156.0%
+50.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.3% |
| 7D | -2.2% | 0.0% | -2.2% | -2.3% |
| 30D | +4.7% | -14.8% | +19.5% | +6.4% |
| 3M | +11.9% | -30.8% | +42.7% | +15.4% |
| 6M | +14.3% | -22.6% | +36.9% | +15.6% |
| YTD | +28.4% | +6.8% | +21.5% | +24.1% |
| 1Y | +42.3% | +22.1% | +20.2% | +34.5% |
| 3Y | +202.6% | +153.1% | +49.5% | +148.3% |
| 5Y | +206.5% | +161.4% | +45.1% | +141.5% |
| All | +206.5% | +156.0% | +50.6% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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