+1,959.6%
WELL vs IAU
+786.3%
+1,173.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.7% |
| 7D | +3.0% | +2.8% | +0.2% | +2.8% |
| 30D | +10.2% | -4.0% | +14.2% | +10.5% |
| 3M | +6.1% | -8.2% | +14.3% | +6.7% |
| 6M | +16.6% | -14.8% | +31.4% | +17.9% |
| YTD | +35.3% | -6.7% | +42.0% | +35.4% |
| 1Y | +31.5% | -2.2% | +33.7% | +31.0% |
| 3Y | +206.5% | +106.7% | +99.8% | +187.9% |
| 5Y | +222.0% | +114.8% | +107.2% | +200.9% |
| 10Y | +473.8% | +213.0% | +260.8% | +425.7% |
| All | +1,959.6% | +786.3% | +1,173.3% | +1,796.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling