+42.1%
WELL vs NDAQ
+2.6%
+39.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | -1.3% | -2.6% | +1.2% | -1.2% |
| 30D | +0.5% | +0.5% | 0.0% | +0.5% |
| 3M | +19.1% | +9.9% | +9.2% | +18.8% |
| 6M | +17.0% | +8.2% | +8.8% | +16.6% |
| YTD | +29.2% | -1.5% | +30.7% | +29.4% |
| 1Y | +42.1% | +1.3% | +40.8% | +41.9% |
| All | +42.1% | +2.6% | +39.6% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling