+1,857.3%
WELL vs IAU
+875.8%
+981.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -2.0% |
| 7D | -0.8% | -0.5% | -0.3% | -0.8% |
| 30D | -0.1% | +4.4% | -4.5% | -0.4% |
| 3M | +18.0% | -1.1% | +19.1% | +18.0% |
| 6M | +15.0% | -13.7% | +28.7% | +16.2% |
| YTD | +28.6% | +2.7% | +25.9% | +27.9% |
| 1Y | +42.9% | +24.6% | +18.3% | +39.7% |
| 3Y | +203.0% | +126.8% | +76.2% | +182.9% |
| 5Y | +206.9% | +139.5% | +67.4% | +184.8% |
| 10Y | +339.5% | +226.3% | +113.2% | +300.7% |
| All | +1,857.3% | +875.8% | +981.5% | +1,690.8% |
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