+21.2%
IGV vs WELL
+211.0%
-189.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.5% | -1.1% | -0.4% | -1.3% |
| 30D | -3.0% | +0.7% | -3.8% | -3.2% |
| 3M | +9.6% | +14.5% | -4.9% | +5.7% |
| 6M | +16.1% | +14.4% | +1.7% | +11.3% |
| YTD | -3.6% | +28.5% | -32.1% | -11.3% |
| 1Y | -7.8% | +41.8% | -49.6% | -18.4% |
| 3Y | +40.0% | +202.8% | -162.8% | -7.9% |
| 5Y | +21.2% | +208.8% | -187.6% | -22.4% |
| All | +21.2% | +211.0% | -189.8% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 5y: compounded portfolio wealth divided by compounded WELL 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…
5y analysis · Full analysis span regression · 6 months rolling