+198.3%
WELL vs IJH
+49.7%
+148.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.3% |
| 7D | -0.2% | -1.9% | +1.6% | +0.3% |
| 30D | +2.3% | -4.6% | +7.0% | +3.8% |
| 3M | +12.3% | -1.2% | +13.4% | +12.6% |
| 6M | +15.6% | +9.4% | +6.2% | +11.8% |
| YTD | +28.3% | +13.3% | +15.0% | +22.5% |
| 1Y | +41.9% | +13.4% | +28.5% | +35.3% |
| 3Y | +198.3% | +50.4% | +147.9% | +135.3% |
| All | +198.3% | +49.7% | +148.6% | +135.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling