+198.7%
WELL vs IOT
+24.7%
+174.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.7% | +3.2% | -0.4% |
| 7D | -1.1% | +5.1% | -6.2% | -1.3% |
| 30D | +0.7% | -3.0% | +3.8% | +0.8% |
| 3M | +14.5% | +15.0% | -0.4% | +13.8% |
| 6M | +14.4% | +13.1% | +1.3% | +13.7% |
| YTD | +28.5% | +9.0% | +19.4% | +27.8% |
| 1Y | +41.8% | +0.1% | +41.6% | +41.5% |
| All | +198.7% | +24.7% | +174.0% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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