+349.9%
WELL vs IBN
+316.4%
+33.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -2.2% | -5.5% | +3.2% | -0.6% |
| 30D | +4.7% | -3.4% | +8.1% | +5.7% |
| 3M | +11.9% | +8.7% | +3.3% | +9.1% |
| 6M | +14.3% | +3.7% | +10.6% | +12.7% |
| YTD | +28.4% | -2.4% | +30.7% | +28.6% |
| 1Y | +42.3% | -8.1% | +50.4% | +44.9% |
| 3Y | +202.6% | +26.3% | +176.2% | +175.7% |
| 5Y | +206.5% | +54.9% | +151.6% | +158.2% |
| All | +349.9% | +316.4% | +33.5% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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