+1,747.1%
NXPI vs WELL
+909.1%
+838.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +2.2% |
| 7D | +1.9% | -0.8% | +2.7% | +2.2% |
| 30D | -1.4% | -0.1% | -1.4% | -1.6% |
| 3M | -29.1% | +18.0% | -47.1% | -34.7% |
| 6M | +6.2% | +15.0% | -8.8% | -1.4% |
| YTD | +5.9% | +28.6% | -22.7% | -6.6% |
| 1Y | +2.9% | +42.9% | -40.0% | -13.8% |
| 3Y | +14.5% | +203.0% | -188.5% | -33.6% |
| 5Y | +17.1% | +206.9% | -189.8% | -33.7% |
| 10Y | +193.4% | +339.5% | -146.1% | +21.5% |
| All | +1,747.1% | +909.1% | +838.0% | +208.0% |
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