+2,610.3%
WELL vs NDAQ
+2,327.9%
+282.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.5% |
| 7D | -0.8% | -2.4% | +1.6% | -0.1% |
| 30D | -0.1% | +2.5% | -2.5% | -0.8% |
| 3M | +18.0% | +9.9% | +8.1% | +14.5% |
| 6M | +15.0% | +9.4% | +5.6% | +11.4% |
| YTD | +28.6% | +0.4% | +28.2% | +27.1% |
| 1Y | +42.9% | +4.0% | +38.9% | +39.5% |
| 3Y | +203.0% | +94.4% | +108.6% | +144.1% |
| 5Y | +206.9% | +56.7% | +150.2% | +160.6% |
| 10Y | +339.5% | +375.3% | -35.8% | +173.0% |
| All | +2,610.3% | +2,327.9% | +282.4% | +1,106.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling