+442.3%
WELL vs NDAQ
+471.8%
-29.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +0.1% | +1.3% | -1.1% | -0.4% |
| 30D | +5.7% | +18.0% | -12.3% | -1.4% |
| 3M | +4.6% | +11.5% | -6.9% | -0.2% |
| 6M | +11.9% | +21.1% | -9.2% | +2.5% |
| YTD | +33.6% | +12.8% | +20.8% | +25.1% |
| 1Y | +29.8% | +25.7% | +4.1% | +15.5% |
| 3Y | +202.2% | +116.8% | +85.3% | +103.7% |
| 5Y | +223.2% | +67.3% | +156.0% | +143.3% |
| All | +442.3% | +471.8% | -29.5% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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