+147.0%
NOK vs WELL
+204.0%
-57.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +5.4% | +0.1% | +5.2% | +5.4% |
| 30D | -14.1% | +5.7% | -19.8% | -14.4% |
| 3M | -23.6% | +4.6% | -28.2% | -23.8% |
| 6M | -45.1% | +11.9% | -57.0% | -45.7% |
| YTD | +24.7% | +33.6% | -8.9% | +19.5% |
| 1Y | +19.0% | +29.8% | -10.7% | +14.4% |
| 3Y | +147.0% | +202.2% | -55.1% | +92.2% |
| All | +147.0% | +204.0% | -57.0% | +92.2% |
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