+18,665.9%
WELL vs NI
+5,092.7%
+13,573.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.8% |
| 7D | -0.8% | +2.0% | -2.8% | -1.7% |
| 30D | -0.1% | -3.5% | +3.5% | +1.5% |
| 3M | +18.0% | -9.1% | +27.2% | +23.0% |
| 6M | +15.0% | -11.8% | +26.8% | +21.6% |
| YTD | +28.6% | +1.1% | +27.5% | +27.8% |
| 1Y | +42.9% | +6.7% | +36.2% | +38.4% |
| 3Y | +203.0% | +71.1% | +131.9% | +136.1% |
| 5Y | +206.9% | +94.3% | +112.6% | +125.2% |
| 10Y | +339.5% | +135.8% | +203.7% | +207.0% |
| All | +18,665.9% | +5,092.7% | +13,573.2% | +6,622.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling