+442.3%
WELL vs NI
+197.8%
+244.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.6% |
| 7D | +0.1% | +4.3% | -4.2% | -2.9% |
| 30D | +5.7% | +12.4% | -6.7% | -2.9% |
| 3M | +4.6% | +10.2% | -5.5% | -2.6% |
| 6M | +11.9% | -0.8% | +12.7% | +12.0% |
| YTD | +33.6% | +13.2% | +20.4% | +21.4% |
| 1Y | +29.8% | +10.1% | +19.7% | +20.2% |
| 3Y | +202.2% | +103.1% | +99.1% | +75.3% |
| 5Y | +223.2% | +115.5% | +107.7% | +73.7% |
| All | +442.3% | +197.8% | +244.4% | +158.2% |
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