+223.8%
WELL vs IWD
+73.1%
+150.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +0.1% | +1.7% | -1.5% | -1.1% |
| 30D | +6.8% | +3.2% | +3.6% | +4.3% |
| 3M | +6.7% | +2.3% | +4.4% | +4.9% |
| 6M | +13.8% | +12.9% | +0.9% | +3.7% |
| YTD | +33.8% | +26.2% | +7.6% | +11.7% |
| 1Y | +29.6% | +28.3% | +1.4% | +6.7% |
| 3Y | +203.1% | +84.4% | +118.7% | +79.8% |
| 5Y | +223.8% | +73.0% | +150.9% | +106.2% |
| All | +223.8% | +73.1% | +150.8% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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