+332.6%
WELL vs IP
+23.2%
+309.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.2% | -2.7% |
| 7D | -0.8% | -5.3% | +4.5% | +0.8% |
| 30D | -0.1% | -10.9% | +10.8% | +3.4% |
| 3M | +18.0% | +11.2% | +6.9% | +12.8% |
| 6M | +15.0% | -10.2% | +25.2% | +16.8% |
| YTD | +28.6% | -2.0% | +30.6% | +25.9% |
| 1Y | +42.9% | -19.1% | +62.0% | +48.5% |
| 3Y | +203.0% | +20.9% | +182.2% | +147.5% |
| 5Y | +206.9% | -17.8% | +224.7% | +195.2% |
| All | +332.6% | +23.2% | +309.4% | +193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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