+1,980.5%
NOW vs WELL
+641.7%
+1,338.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.0% | -4.9% | -5.7% |
| 7D | -6.7% | +5.3% | -11.9% | -7.6% |
| 30D | -25.8% | +8.7% | -34.5% | -27.2% |
| 3M | -12.7% | +3.8% | -16.5% | -13.6% |
| 6M | +11.2% | +15.4% | -4.1% | +7.2% |
| YTD | -33.2% | +33.7% | -66.8% | -38.1% |
| 1Y | -41.8% | +33.6% | -75.5% | -46.2% |
| 3Y | -15.7% | +194.2% | -209.9% | -36.1% |
| 5Y | -26.0% | +227.0% | -253.1% | -45.7% |
| 10Y | +515.1% | +430.7% | +84.3% | +287.7% |
| All | +1,980.5% | +641.7% | +1,338.8% | +1,022.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling