+48.8%
NU vs WELL
+210.6%
-161.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.2% |
| 7D | +7.5% | -0.8% | +8.3% | +7.8% |
| 30D | +6.1% | -0.1% | +6.2% | +6.2% |
| 3M | +26.8% | +18.0% | +8.8% | +18.2% |
| 6M | +2.5% | +15.0% | -12.5% | -3.8% |
| YTD | -8.2% | +28.6% | -36.8% | -18.1% |
| 1Y | +3.4% | +42.9% | -39.6% | -12.5% |
| 3Y | +116.2% | +203.0% | -86.8% | +25.1% |
| All | +48.8% | +210.6% | -161.8% | -15.9% |
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