+43.8%
WELL vs IRE
-97.5%
+141.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.1% | -12.2% | 0.0% |
| 7D | +0.1% | -15.1% | +15.2% | +0.1% |
| 30D | +7.8% | -71.4% | +79.1% | +6.6% |
| 3M | +10.2% | -81.2% | +91.4% | +8.8% |
| 6M | +16.4% | -93.7% | +110.1% | +14.7% |
| YTD | +35.2% | -92.2% | +127.4% | +32.5% |
| 1Y | +30.5% | -97.3% | +127.7% | +29.3% |
| All | +43.8% | -97.5% | +141.3% | +42.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling