+42.1%
WELL vs MUB
+2.0%
+40.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.3% | -0.3% | -1.0% | -1.1% |
| 30D | +0.5% | -1.5% | +2.1% | +1.6% |
| 3M | +19.1% | -1.9% | +21.0% | +20.8% |
| 6M | +17.0% | -1.7% | +18.7% | +18.6% |
| YTD | +29.2% | -0.8% | +30.0% | +29.8% |
| 1Y | +42.1% | +1.5% | +40.7% | +43.0% |
| All | +42.1% | +2.0% | +40.2% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling