+356.5%
WELL vs IAU
+221.5%
+135.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +0.7% | +0.2% | +0.5% | +0.7% |
| 3M | +14.5% | +3.3% | +11.2% | +13.8% |
| 6M | +14.4% | -14.6% | +29.0% | +17.3% |
| YTD | +28.5% | +1.9% | +26.6% | +26.5% |
| 1Y | +41.8% | +20.9% | +20.9% | +33.9% |
| 3Y | +202.8% | +127.5% | +75.3% | +147.6% |
| 5Y | +208.8% | +141.9% | +66.9% | +146.6% |
| 10Y | +356.5% | +222.8% | +133.8% | +233.6% |
| All | +356.5% | +221.5% | +135.0% | +233.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling