+227.0%
WELL vs IP
-12.5%
+239.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +2.9% | -0.5% |
| 7D | +5.3% | -5.0% | +10.2% | +6.0% |
| 30D | +8.7% | +6.5% | +2.2% | +7.7% |
| 3M | +3.8% | -18.0% | +21.9% | +6.6% |
| 6M | +15.4% | +10.3% | +5.0% | +12.8% |
| YTD | +33.7% | -9.9% | +43.5% | +34.2% |
| 1Y | +33.6% | -1.1% | +34.7% | +31.9% |
| 3Y | +194.2% | +13.0% | +181.2% | +158.3% |
| 5Y | +227.0% | -12.3% | +239.3% | +209.8% |
| All | +227.0% | -12.5% | +239.5% | +209.8% |
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