+36.8%
WELL vs IRE
-84.4%
+121.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +14.0% | -16.0% | -1.9% |
| 7D | -0.8% | +54.8% | -55.6% | -0.3% |
| 30D | -0.1% | +18.4% | -18.5% | +0.3% |
| 3M | +18.0% | -66.7% | +84.8% | +18.4% |
| 6M | +15.0% | -52.3% | +67.3% | +14.6% |
| YTD | +28.6% | -52.3% | +80.9% | +28.1% |
| All | +36.8% | -84.4% | +121.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling