+204.5%
WELL vs IBN
+29.3%
+175.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.9% |
| 7D | -1.3% | -2.2% | +0.9% | -0.9% |
| 30D | +0.5% | -2.3% | +2.8% | +0.9% |
| 3M | +19.1% | +15.9% | +3.2% | +15.8% |
| 6M | +17.0% | +5.6% | +11.4% | +15.5% |
| YTD | +29.2% | -0.1% | +29.3% | +28.6% |
| 1Y | +42.1% | -6.5% | +48.7% | +43.0% |
| 3Y | +204.5% | +29.3% | +175.2% | +183.6% |
| All | +204.5% | +29.3% | +175.2% | +183.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling