+2,030.0%
NXPI vs WELL
+961.8%
+1,068.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | -0.5% | +3.0% | -3.5% | -1.7% |
| 30D | +15.0% | +10.2% | +4.7% | +10.1% |
| 3M | +12.6% | +6.1% | +6.4% | +9.2% |
| 6M | -10.6% | +16.6% | -27.2% | -17.5% |
| YTD | +22.1% | +35.3% | -13.2% | +5.1% |
| 1Y | +29.8% | +31.5% | -1.7% | +12.9% |
| 3Y | +47.8% | +206.5% | -158.7% | -14.7% |
| 5Y | +33.9% | +222.0% | -188.1% | -25.7% |
| 10Y | +208.7% | +473.8% | -265.1% | +11.3% |
| All | +2,030.0% | +961.8% | +1,068.2% | +246.7% |
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