+353.5%
WELL vs NIO
-36.7%
+390.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -2.0% |
| 7D | -0.8% | -13.0% | +12.2% | -0.1% |
| 30D | -0.1% | -18.3% | +18.2% | +0.9% |
| 3M | +18.0% | -33.2% | +51.2% | +20.3% |
| 6M | +15.0% | -21.5% | +36.5% | +15.9% |
| YTD | +28.6% | -25.5% | +54.1% | +29.9% |
| 1Y | +42.9% | -38.0% | +80.9% | +45.2% |
| 3Y | +203.0% | -65.5% | +268.5% | +210.8% |
| 5Y | +206.9% | -90.6% | +297.5% | +225.2% |
| All | +353.5% | -36.7% | +390.2% | +303.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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