+70.7%
NEE vs WELL
+204.0%
-133.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +8.6% | +5.7% | +3.0% | +6.1% |
| 3M | -0.3% | +4.6% | -4.9% | -2.3% |
| 6M | -8.9% | +11.9% | -20.8% | -13.6% |
| YTD | +8.3% | +33.6% | -25.2% | -5.1% |
| 1Y | +4.3% | +29.8% | -25.5% | -7.6% |
| 3Y | +70.7% | +202.2% | -131.4% | +2.9% |
| All | +70.7% | +204.0% | -133.3% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 3y: compounded portfolio wealth divided by compounded WELL 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…
3y analysis · Full analysis span regression · 6 months rolling