+36.5%
WELL vs NOC
-7.1%
+43.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.5% | +7.4% | +3.5% |
| 7D | +9.2% | -5.0% | +14.1% | +10.0% |
| 30D | +10.6% | +10.3% | +0.3% | +9.1% |
| 3M | +7.5% | -4.3% | +11.8% | +7.9% |
| 6M | +15.0% | -6.5% | +21.5% | +15.8% |
| YTD | +35.0% | -6.7% | +41.8% | +36.4% |
| 1Y | +36.5% | -7.5% | +44.0% | +39.4% |
| All | +36.5% | -7.1% | +43.6% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 1y: compounded portfolio wealth divided by compounded NOC 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…
1y analysis · Full analysis span regression · 6 months rolling