+499.2%
NOW vs WELL
+423.1%
+76.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | +4.4% | -7.4% | -3.8% |
| 30D | -26.0% | +10.8% | -36.8% | -27.6% |
| 3M | -13.1% | +4.2% | -17.3% | -14.0% |
| 6M | +14.5% | +14.0% | +0.5% | +10.8% |
| YTD | -33.4% | +33.4% | -66.9% | -38.3% |
| 1Y | -40.6% | +32.4% | -73.0% | -45.0% |
| 3Y | -16.3% | +194.7% | -211.1% | -36.6% |
| 5Y | -26.3% | +226.5% | -252.8% | -46.0% |
| All | +499.2% | +423.1% | +76.1% | +304.7% |
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 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