+15.4%
IWM vs WELL
+29.6%
-14.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.7% | -1.6% |
| 7D | +2.8% | +0.1% | +2.6% | +2.8% |
| 30D | +0.6% | +6.8% | -6.2% | +0.5% |
| 3M | -7.8% | +6.7% | -14.5% | -7.9% |
| 6M | -1.0% | +13.8% | -14.8% | -1.0% |
| YTD | +13.9% | +33.8% | -20.0% | +14.0% |
| 1Y | +15.4% | +29.6% | -14.2% | +15.8% |
| All | +15.4% | +29.6% | -14.1% | +15.8% |
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