+17.3%
IGV vs WELL
+222.4%
-205.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -8.1% | +7.8% | -15.9% | -9.9% |
| 3M | -1.6% | +10.2% | -11.9% | -4.2% |
| 6M | +12.7% | +16.4% | -3.6% | +7.7% |
| YTD | -3.3% | +35.2% | -38.4% | -12.7% |
| 1Y | -7.9% | +30.5% | -38.4% | -16.0% |
| 3Y | +40.3% | +206.1% | -165.7% | -10.6% |
| 5Y | +17.3% | +228.3% | -211.0% | -28.3% |
| All | +17.3% | +222.4% | -205.1% | -28.3% |
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