+42.9%
WELL vs IJH
+18.2%
+24.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.1% | -1.5% | +1.4% | +0.1% |
| 3M | +18.0% | +0.8% | +17.3% | +17.8% |
| 6M | +15.0% | +7.6% | +7.4% | +12.5% |
| YTD | +28.6% | +15.5% | +13.1% | +24.7% |
| 1Y | +42.9% | +16.9% | +26.0% | +38.3% |
| All | +42.9% | +18.2% | +24.7% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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