+331.1%
WELL vs IBB
+129.6%
+201.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -0.8% | +1.4% | -2.2% | -1.3% |
| 30D | -0.1% | +10.5% | -10.6% | -4.0% |
| 3M | +18.0% | +23.6% | -5.6% | +8.5% |
| 6M | +15.0% | +22.6% | -7.6% | +5.8% |
| YTD | +28.6% | +25.7% | +2.9% | +16.9% |
| 1Y | +42.9% | +51.4% | -8.5% | +20.5% |
| 3Y | +203.0% | +64.4% | +138.6% | +143.4% |
| 5Y | +206.9% | +22.1% | +184.7% | +175.1% |
| All | +331.1% | +129.6% | +201.5% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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