+7,079.4%
WELL vs IBN
+1,753.3%
+5,326.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +0.1% | +5.7% | -5.6% | -1.0% |
| 30D | +6.8% | +20.5% | -13.7% | +3.0% |
| 3M | +6.7% | +15.2% | -8.5% | +3.7% |
| 6M | +13.8% | +34.5% | -20.7% | +7.3% |
| YTD | +33.8% | +16.4% | +17.5% | +29.5% |
| 1Y | +29.6% | +13.5% | +16.1% | +26.0% |
| 3Y | +203.1% | +55.4% | +147.7% | +175.1% |
| 5Y | +223.8% | +73.1% | +150.8% | +186.2% |
| 10Y | +462.8% | +383.7% | +79.0% | +300.5% |
| All | +7,079.4% | +1,753.3% | +5,326.1% | +3,812.6% |
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 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