+1,578.5%
NOK vs WELL
+7,273.3%
-5,694.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.1% | +4.7% | +3.4% |
| 7D | -1.8% | -0.8% | -1.0% | -1.5% |
| 30D | +4.7% | -0.1% | +4.8% | +4.7% |
| 3M | -39.7% | +18.0% | -57.7% | -43.7% |
| 6M | +23.1% | +15.0% | +8.1% | +15.9% |
| YTD | +55.0% | +28.6% | +26.4% | +40.1% |
| 1Y | +118.0% | +42.9% | +75.1% | +89.0% |
| 3Y | +170.5% | +203.0% | -32.5% | +75.9% |
| 5Y | +84.9% | +206.9% | -122.0% | +18.0% |
| 10Y | +112.0% | +339.5% | -227.5% | +5.2% |
| All | +1,578.5% | +7,273.3% | -5,694.7% | +267.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling