+29.8%
WELL vs ICE
+17.9%
+11.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ICE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +0.1% | +3.6% | -3.5% | -0.2% |
| 30D | +5.7% | +15.1% | -9.4% | +4.4% |
| 3M | +4.6% | +15.4% | -10.7% | +3.5% |
| 6M | +11.9% | +16.1% | -4.3% | +9.1% |
| YTD | +33.6% | +11.4% | +22.2% | +30.5% |
| 1Y | +29.8% | +18.5% | +11.3% | +29.0% |
| All | +29.8% | +17.9% | +11.8% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ICE.
Daily Out/Under-Performance
Portfolio return minus ICE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ICE 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 1y: compounded portfolio wealth divided by compounded ICE 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…
1y analysis · Full analysis span regression · 6 months rolling