+194.7%
WELL vs NDAQ
+122.6%
+72.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | +4.4% | +0.8% | +3.6% | +4.3% |
| 30D | +10.8% | +16.5% | -5.7% | +7.3% |
| 3M | +4.2% | +13.5% | -9.3% | +1.4% |
| 6M | +14.0% | +20.9% | -6.9% | +9.3% |
| YTD | +33.4% | +11.4% | +22.0% | +30.6% |
| 1Y | +32.4% | +25.9% | +6.5% | +24.5% |
| 3Y | +194.7% | +119.9% | +74.9% | +119.6% |
| All | +194.7% | +122.6% | +72.1% | +119.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling