+504.6%
NOW vs WELL
+451.0%
+53.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.6% |
| 7D | -3.1% | +3.5% | -6.6% | -3.7% |
| 30D | -27.0% | +9.7% | -36.8% | -28.5% |
| 3M | -17.7% | +4.8% | -22.5% | -18.7% |
| 6M | +12.7% | +16.1% | -3.4% | +8.7% |
| YTD | -32.9% | +34.7% | -67.6% | -37.9% |
| 1Y | -40.4% | +31.9% | -72.3% | -44.6% |
| 3Y | -17.1% | +209.9% | -227.0% | -37.9% |
| 5Y | -25.7% | +226.5% | -252.2% | -45.5% |
| 10Y | +504.6% | +455.3% | +49.3% | +302.8% |
| All | +504.6% | +451.0% | +53.6% | +302.8% |
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