+208.8%
WELL vs IEF
-8.6%
+217.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -1.1% | -0.3% | -0.8% | -1.0% |
| 30D | +0.7% | -0.6% | +1.3% | +1.0% |
| 3M | +14.5% | -1.0% | +15.5% | +15.1% |
| 6M | +14.4% | -3.1% | +17.5% | +16.3% |
| YTD | +28.5% | -1.9% | +30.3% | +29.7% |
| 1Y | +41.8% | -1.4% | +43.1% | +42.8% |
| 3Y | +202.8% | +9.8% | +193.0% | +189.4% |
| 5Y | +208.8% | -8.8% | +217.6% | +190.1% |
| All | +208.8% | -8.6% | +217.4% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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