+208.8%
WELL vs IYR
+4.2%
+204.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.4% |
| 7D | -1.1% | -0.9% | -0.2% | -0.3% |
| 30D | +0.7% | -2.4% | +3.1% | +2.8% |
| 3M | +14.5% | -2.0% | +16.5% | +16.6% |
| 6M | +14.4% | +2.5% | +11.9% | +12.4% |
| YTD | +28.5% | +8.3% | +20.2% | +20.5% |
| 1Y | +41.8% | +6.5% | +35.3% | +34.9% |
| 3Y | +202.8% | +29.3% | +173.5% | +141.8% |
| 5Y | +208.8% | +5.7% | +203.1% | +193.4% |
| All | +208.8% | +4.2% | +204.6% | +193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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