+855.4%
WELL vs IOVA
-92.3%
+947.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.0% | -0.2% |
| 7D | +4.4% | -5.2% | +9.6% | +4.5% |
| 30D | +10.8% | -37.8% | +48.6% | +11.2% |
| 3M | +4.2% | +29.5% | -25.3% | +3.7% |
| 6M | +14.0% | +96.6% | -82.6% | +12.8% |
| YTD | +33.4% | +194.5% | -161.1% | +31.3% |
| 1Y | +32.4% | +248.1% | -215.6% | +30.0% |
| 3Y | +194.7% | +86.1% | +108.6% | +188.6% |
| 5Y | +226.5% | -67.8% | +294.3% | +222.1% |
| 10Y | +429.8% | +38.6% | +391.2% | +421.8% |
| All | +855.4% | -92.3% | +947.8% | +872.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling