+225.8%
WELL vs IP
-12.0%
+237.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | +4.4% | -5.1% | +9.5% | +5.2% |
| 30D | +10.8% | +8.5% | +2.3% | +9.5% |
| 3M | +4.2% | -13.8% | +18.0% | +6.2% |
| 6M | +14.0% | +5.7% | +8.3% | +12.2% |
| YTD | +33.4% | -9.1% | +42.5% | +33.8% |
| 1Y | +32.4% | -0.8% | +33.2% | +30.6% |
| 3Y | +194.7% | +14.8% | +179.9% | +157.7% |
| All | +225.8% | -12.0% | +237.8% | +209.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling