-39.8%
NOW vs WELL
+29.0%
-68.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.4% |
| 30D | -27.0% | +5.7% | -32.6% | -23.0% |
| 3M | -19.6% | +4.6% | -24.3% | -15.9% |
| 6M | +17.5% | +11.9% | +5.6% | +34.2% |
| YTD | -33.3% | +33.6% | -66.8% | -7.9% |
| 1Y | -39.8% | +29.8% | -69.6% | -17.4% |
| All | -39.8% | +29.0% | -68.9% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling