+471.8%
WELL vs IAU
+208.6%
+263.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.5% |
| 7D | +2.7% | +2.8% | -0.1% | +2.3% |
| 30D | +9.8% | -4.0% | +13.8% | +10.4% |
| 3M | +5.8% | -8.2% | +14.0% | +6.9% |
| 6M | +16.2% | -14.8% | +31.0% | +18.8% |
| YTD | +34.9% | -6.7% | +41.6% | +34.4% |
| 1Y | +31.0% | -2.2% | +33.3% | +29.1% |
| 3Y | +205.4% | +106.7% | +98.7% | +155.1% |
| 5Y | +220.8% | +114.8% | +106.0% | +162.8% |
| 10Y | +471.8% | +213.0% | +258.8% | +312.6% |
| All | +471.8% | +208.6% | +263.2% | +312.6% |
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