+337.6%
WELL vs IOVA
+6.6%
+331.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.5% |
| 7D | -1.3% | +5.1% | -6.4% | -1.6% |
| 30D | +0.5% | +37.2% | -36.7% | -1.2% |
| 3M | +19.1% | +117.5% | -98.4% | +13.6% |
| 6M | +17.0% | +69.6% | -52.6% | +12.5% |
| YTD | +29.2% | +218.7% | -189.5% | +19.6% |
| 1Y | +42.1% | +265.5% | -223.4% | +29.9% |
| 3Y | +204.5% | +46.2% | +158.3% | +175.2% |
| 5Y | +211.0% | -63.2% | +274.2% | +194.0% |
| 10Y | +337.6% | +6.1% | +331.5% | +313.0% |
| All | +337.6% | +6.6% | +331.0% | +313.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling