+18.3%
NOW vs WELL
+202.9%
-184.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -3.1% |
| 7D | -2.4% | -0.8% | -1.6% | -2.4% |
| 30D | +20.5% | -0.1% | +20.6% | +20.5% |
| 3M | +18.3% | +18.0% | +0.3% | +20.0% |
| 6M | +24.1% | +15.0% | +9.1% | +25.5% |
| YTD | -7.8% | +28.6% | -36.4% | -8.8% |
| 1Y | -21.4% | +42.9% | -64.3% | -25.0% |
| All | +18.3% | +202.9% | -184.7% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling