+1,930.5%
WELL vs IAU
+793.8%
+1,136.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +4.4% | +4.7% | -0.3% | +4.1% |
| 30D | +10.8% | -0.9% | +11.7% | +10.8% |
| 3M | +4.2% | -4.4% | +8.6% | +4.5% |
| 6M | +14.0% | -13.5% | +27.5% | +15.1% |
| YTD | +33.4% | -5.9% | +39.3% | +33.5% |
| 1Y | +32.4% | +1.9% | +30.5% | +31.5% |
| 3Y | +194.7% | +104.1% | +90.7% | +177.1% |
| 5Y | +226.5% | +121.0% | +105.5% | +204.6% |
| 10Y | +429.8% | +204.1% | +225.8% | +385.7% |
| All | +1,930.5% | +793.8% | +1,136.8% | +1,768.7% |
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