+36.5%
WELL vs MXL
+276.5%
-240.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -11.1% | +14.0% | +2.6% |
| 7D | +9.2% | -24.3% | +33.5% | +8.5% |
| 30D | +10.6% | -46.1% | +56.7% | +9.7% |
| 3M | +7.5% | -21.8% | +29.3% | +7.2% |
| 6M | +15.0% | -27.2% | +42.3% | +14.3% |
| YTD | +35.0% | +226.2% | -191.1% | +27.8% |
| 1Y | +36.5% | +297.0% | -260.5% | +30.7% |
| All | +36.5% | +276.5% | -240.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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