+6,798.8%
WELL vs IBN
+1,532.9%
+5,265.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -1.9% |
| 7D | -0.8% | +1.4% | -2.2% | -1.1% |
| 30D | -0.1% | -0.3% | +0.2% | 0.0% |
| 3M | +18.0% | +17.1% | +0.9% | +14.4% |
| 6M | +15.0% | +3.4% | +11.6% | +14.0% |
| YTD | +28.6% | +2.5% | +26.1% | +27.6% |
| 1Y | +42.9% | -4.2% | +47.1% | +43.5% |
| 3Y | +203.0% | +32.4% | +170.6% | +183.9% |
| 5Y | +206.9% | +59.2% | +147.7% | +175.4% |
| 10Y | +339.5% | +345.7% | -6.2% | +217.5% |
| All | +6,798.8% | +1,532.9% | +5,265.9% | +3,756.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling