+521.8%
NOW vs WELL
+475.0%
+46.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | -5.6% | +0.1% | -5.6% | -5.6% |
| 30D | -26.8% | +7.8% | -34.5% | -27.9% |
| 3M | -19.4% | +10.2% | -29.7% | -21.2% |
| 6M | +12.3% | +16.4% | -4.0% | +8.3% |
| YTD | -32.9% | +35.2% | -68.1% | -37.9% |
| 1Y | -40.3% | +30.5% | -70.8% | -44.4% |
| 3Y | -19.1% | +206.1% | -225.1% | -39.1% |
| 5Y | -24.4% | +228.3% | -252.6% | -44.5% |
| 10Y | +521.8% | +468.3% | +53.5% | +322.2% |
| All | +521.8% | +475.0% | +46.8% | +322.2% |
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 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