+127.6%
NOK vs WELL
+356.9%
-229.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +8.7% | -2.2% | +10.9% | +9.3% |
| 30D | +12.5% | +4.7% | +7.8% | +11.2% |
| 3M | -20.7% | +11.9% | -32.7% | -23.4% |
| 6M | +36.2% | +14.3% | +21.9% | +30.6% |
| YTD | +64.1% | +28.4% | +35.8% | +52.6% |
| 1Y | +132.4% | +42.3% | +90.1% | +109.6% |
| 3Y | +182.9% | +202.6% | -19.7% | +105.9% |
| 5Y | +102.8% | +206.5% | -103.7% | +45.4% |
| All | +127.6% | +356.9% | -229.3% | +43.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling