+208.7%
NXPI vs WELL
+457.6%
-248.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.5% | +2.7% | -3.2% | -1.5% |
| 30D | +15.0% | +9.8% | +5.1% | +10.6% |
| 3M | +12.6% | +5.8% | +6.8% | +9.6% |
| 6M | -10.6% | +16.2% | -26.8% | -16.9% |
| YTD | +22.1% | +34.9% | -12.8% | +6.3% |
| 1Y | +29.8% | +31.0% | -1.3% | +14.1% |
| 3Y | +47.8% | +205.4% | -157.7% | -11.8% |
| 5Y | +33.9% | +220.8% | -187.0% | -23.0% |
| 10Y | +208.7% | +471.8% | -263.1% | +27.4% |
| All | +208.7% | +457.6% | -248.8% | +27.4% |
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