+102.7%
NOK vs WELL
+211.0%
-108.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +9.3% | -1.1% | +10.5% | +9.7% |
| 30D | +17.9% | +0.7% | +17.1% | +17.5% |
| 3M | -22.3% | +14.5% | -36.8% | -26.1% |
| 6M | +36.4% | +14.4% | +22.0% | +29.6% |
| YTD | +66.3% | +28.5% | +37.8% | +52.1% |
| 1Y | +134.4% | +41.8% | +92.7% | +106.0% |
| 3Y | +186.6% | +202.8% | -16.2% | +83.1% |
| 5Y | +102.7% | +208.8% | -106.1% | +22.1% |
| All | +102.7% | +211.0% | -108.3% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling