+132.4%
NOK vs WELL
+41.7%
+90.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +8.7% | -2.2% | +10.9% | +8.4% |
| 30D | +12.5% | +4.7% | +7.8% | +13.2% |
| 3M | -20.7% | +11.9% | -32.7% | -21.2% |
| 6M | +36.2% | +14.3% | +21.9% | +36.0% |
| YTD | +64.1% | +28.4% | +35.8% | +68.4% |
| 1Y | +132.4% | +42.3% | +90.1% | +141.9% |
| All | +132.4% | +41.7% | +90.7% | +141.9% |
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 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