+4,955.1%
WELL vs IBB
+577.3%
+4,377.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | +3.0% | +0.8% | +2.3% | +2.7% |
| 30D | +10.2% | +5.2% | +5.0% | +8.0% |
| 3M | +6.1% | +8.6% | -2.5% | +2.4% |
| 6M | +16.6% | +27.8% | -11.2% | +5.6% |
| YTD | +35.3% | +28.8% | +6.5% | +21.7% |
| 1Y | +31.5% | +36.4% | -4.9% | +15.6% |
| 3Y | +206.5% | +89.3% | +117.1% | +134.6% |
| 5Y | +222.0% | +43.3% | +178.7% | +170.9% |
| 10Y | +473.8% | +130.6% | +343.2% | +292.6% |
| All | +4,955.1% | +577.3% | +4,377.9% | +1,777.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling