+195.8%
NXPI vs WELL
+335.2%
-139.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | +0.7% | -1.3% | +2.0% | +1.1% |
| 30D | -6.6% | +0.5% | -7.1% | -7.0% |
| 3M | -25.4% | +19.1% | -44.5% | -31.1% |
| 6M | +11.9% | +17.0% | -5.0% | +3.7% |
| YTD | +4.0% | +29.2% | -25.2% | -7.6% |
| 1Y | +1.0% | +42.1% | -41.1% | -14.1% |
| 3Y | +16.3% | +204.5% | -188.2% | -30.4% |
| 5Y | +17.7% | +211.0% | -193.3% | -31.4% |
| 10Y | +195.8% | +337.6% | -141.8% | +31.5% |
| All | +195.8% | +335.2% | -139.4% | +31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling