+206.8%
WELL vs IJR
+39.2%
+167.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.1% |
| 7D | -1.1% | -1.1% | 0.0% | -0.7% |
| 30D | +0.7% | -3.6% | +4.4% | +2.3% |
| 3M | +14.5% | +2.3% | +12.2% | +13.2% |
| 6M | +14.4% | +14.3% | +0.1% | +7.7% |
| YTD | +28.5% | +19.3% | +9.2% | +18.4% |
| 1Y | +41.8% | +22.6% | +19.2% | +28.7% |
| 3Y | +202.8% | +53.5% | +149.3% | +136.0% |
| All | +206.8% | +39.2% | +167.6% | +154.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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