+194.7%
WELL vs MUB
+11.9%
+182.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +4.4% | +0.7% | +3.7% | +3.7% |
| 30D | +10.8% | +4.4% | +6.4% | +5.9% |
| 3M | +4.2% | -0.2% | +4.4% | +4.8% |
| 6M | +14.0% | -0.6% | +14.6% | +15.2% |
| YTD | +33.4% | +0.3% | +33.1% | +33.2% |
| 1Y | +32.4% | +0.8% | +31.6% | +31.5% |
| 3Y | +194.7% | +12.0% | +182.7% | +169.1% |
| All | +194.7% | +11.9% | +182.9% | +169.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling