+208.8%
WELL vs NI
+95.2%
+113.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.3% |
| 7D | -1.1% | +1.3% | -2.4% | -1.8% |
| 30D | +0.7% | -0.3% | +1.0% | +0.8% |
| 3M | +14.5% | -9.5% | +24.0% | +20.8% |
| 6M | +14.4% | -10.2% | +24.7% | +21.4% |
| YTD | +28.5% | +1.8% | +26.7% | +26.9% |
| 1Y | +41.8% | +5.7% | +36.1% | +36.9% |
| 3Y | +202.8% | +69.6% | +133.2% | +123.6% |
| 5Y | +208.8% | +95.8% | +113.0% | +104.8% |
| All | +208.8% | +95.2% | +113.7% | +104.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling