+42.1%
WELL vs IAU
+20.0%
+22.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.4% |
| 7D | -1.3% | +0.7% | -2.1% | -1.3% |
| 30D | +0.5% | +0.3% | +0.2% | +0.5% |
| 3M | +19.1% | +0.7% | +18.4% | +19.2% |
| 6M | +17.0% | -15.5% | +32.5% | +16.8% |
| YTD | +29.2% | +1.0% | +28.2% | +29.0% |
| 1Y | +42.1% | +19.6% | +22.6% | +35.0% |
| All | +42.1% | +20.0% | +22.2% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling