+225.8%
WELL vs IBB
+37.5%
+188.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.7% |
| 7D | +4.4% | -1.8% | +6.3% | +5.0% |
| 30D | +10.8% | +5.1% | +5.7% | +8.9% |
| 3M | +4.2% | +10.7% | -6.5% | +0.5% |
| 6M | +14.0% | +22.9% | -8.9% | +6.0% |
| YTD | +33.4% | +26.7% | +6.7% | +22.4% |
| 1Y | +32.4% | +35.1% | -2.7% | +18.6% |
| 3Y | +194.7% | +80.2% | +114.5% | +133.3% |
| All | +225.8% | +37.5% | +188.4% | +166.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling