+226.5%
WELL vs IBN
+70.2%
+156.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.5% |
| 7D | +3.5% | +14.6% | -11.1% | -0.1% |
| 30D | +9.7% | +23.5% | -13.8% | +3.8% |
| 3M | +4.8% | +14.0% | -9.2% | +1.2% |
| 6M | +16.1% | +31.1% | -15.1% | +7.9% |
| YTD | +34.7% | +16.6% | +18.1% | +28.8% |
| 1Y | +31.9% | +14.9% | +17.0% | +26.6% |
| 3Y | +209.9% | +56.9% | +153.0% | +165.0% |
| 5Y | +226.5% | +69.7% | +156.9% | +173.7% |
| All | +226.5% | +70.2% | +156.3% | +173.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling