+1,346.5%
WELL vs MUB
+78.3%
+1,268.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.4% |
| 3M | +4.2% | -0.2% | +4.4% | +4.3% |
| 6M | +14.0% | -0.6% | +14.6% | +14.6% |
| YTD | +33.4% | +0.3% | +33.1% | +32.9% |
| 1Y | +32.4% | +0.8% | +31.6% | +31.4% |
| 3Y | +194.7% | +12.0% | +182.7% | +164.6% |
| 5Y | +226.5% | +3.4% | +223.0% | +215.1% |
| 10Y | +429.8% | +20.7% | +409.2% | +378.4% |
| All | +1,346.5% | +78.3% | +1,268.2% | +1,181.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling