+337.6%
WELL vs MUB
+17.9%
+319.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.3% | -0.3% | -1.0% | -0.8% |
| 30D | +0.5% | -1.5% | +2.1% | +3.4% |
| 3M | +19.1% | -1.9% | +21.0% | +23.3% |
| 6M | +17.0% | -1.7% | +18.7% | +20.6% |
| YTD | +29.2% | -0.8% | +30.0% | +30.9% |
| 1Y | +42.1% | +1.5% | +40.7% | +38.1% |
| 3Y | +204.5% | +8.8% | +195.8% | +158.7% |
| 5Y | +211.0% | +2.0% | +209.0% | +201.3% |
| 10Y | +337.6% | +18.0% | +319.6% | +291.7% |
| All | +337.6% | +17.9% | +319.8% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling