-3.2%
NU vs WELL
+41.7%
-44.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -4.2% | -2.2% | -2.0% | -4.1% |
| 30D | +10.0% | +4.7% | +5.4% | +9.8% |
| 3M | +29.3% | +11.9% | +17.3% | +28.1% |
| 6M | +0.9% | +14.3% | -13.4% | 0.0% |
| YTD | -10.3% | +28.4% | -38.6% | -10.5% |
| 1Y | -3.2% | +42.3% | -45.5% | -3.3% |
| All | -3.2% | +41.7% | -44.8% | -3.3% |
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 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