+29.8%
WELL vs MXL
+277.9%
-248.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | -0.3% |
| 7D | +0.1% | +13.4% | -13.3% | +0.4% |
| 30D | +5.7% | -29.2% | +34.9% | +5.2% |
| 3M | +4.6% | -27.2% | +31.9% | +4.3% |
| 6M | +11.9% | -36.4% | +48.3% | +11.3% |
| YTD | +33.6% | +220.0% | -186.4% | +26.4% |
| 1Y | +29.8% | +304.8% | -275.0% | +22.1% |
| All | +29.8% | +277.9% | -248.1% | +22.1% |
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