+25.0%
IWM vs WELL
+43.5%
-18.5%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.5% |
| 7D | +1.4% | -1.3% | +2.7% | +1.5% |
| 30D | -2.3% | +0.5% | -2.8% | -2.3% |
| 3M | +4.0% | +19.1% | -15.1% | +2.7% |
| 6M | +17.9% | +17.0% | +1.0% | +16.6% |
| YTD | +20.2% | +29.2% | -9.0% | +18.3% |
| 1Y | +25.0% | +42.1% | -17.2% | +20.1% |
| All | +25.0% | +43.5% | -18.5% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling