+349.9%
WELL vs NI
+143.3%
+206.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -2.2% | -0.6% | -1.7% | -1.8% |
| 30D | +4.7% | -1.4% | +6.1% | +5.7% |
| 3M | +11.9% | -10.6% | +22.5% | +20.8% |
| 6M | +14.3% | -9.9% | +24.2% | +22.7% |
| YTD | +28.4% | +1.2% | +27.2% | +26.6% |
| 1Y | +42.3% | +4.4% | +37.9% | +36.8% |
| 3Y | +202.6% | +68.6% | +134.0% | +101.0% |
| 5Y | +206.5% | +98.0% | +108.5% | +75.5% |
| All | +349.9% | +143.3% | +206.6% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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