+71.1%
NEM vs WELL
+41.6%
+29.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.2% |
| 7D | +3.1% | -1.1% | +4.2% | +3.0% |
| 30D | +10.0% | +0.7% | +9.2% | +10.1% |
| 3M | +30.9% | +14.5% | +16.4% | +31.7% |
| 6M | +10.5% | +14.4% | -3.9% | +11.8% |
| YTD | +29.7% | +28.5% | +1.3% | +36.6% |
| 1Y | +71.1% | +41.8% | +29.4% | +75.1% |
| All | +71.1% | +41.6% | +29.5% | +75.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling