+27.2%
NXPI vs WELL
+227.7%
-200.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.0% |
| 7D | -0.3% | +3.5% | -3.8% | -1.3% |
| 30D | +12.7% | +9.7% | +3.0% | +9.4% |
| 3M | +7.5% | +4.8% | +2.7% | +5.6% |
| 6M | -12.3% | +16.1% | -28.4% | -17.3% |
| YTD | +19.7% | +34.7% | -15.0% | +6.5% |
| 1Y | +27.6% | +31.9% | -4.4% | +14.1% |
| 3Y | +50.0% | +209.9% | -159.9% | -11.2% |
| 5Y | +27.2% | +226.5% | -199.4% | -28.3% |
| All | +27.2% | +227.7% | -200.5% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling