+356.5%
WELL vs NOC
+186.7%
+169.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.1% | -1.6% | +0.4% | -0.7% |
| 30D | +0.7% | -10.4% | +11.1% | +3.7% |
| 3M | +14.5% | -5.6% | +20.1% | +16.0% |
| 6M | +14.4% | -30.4% | +44.8% | +26.0% |
| YTD | +28.5% | -8.5% | +36.9% | +30.3% |
| 1Y | +41.8% | -8.3% | +50.1% | +43.4% |
| 3Y | +202.8% | +28.2% | +174.6% | +170.6% |
| 5Y | +208.8% | +56.7% | +152.1% | +147.2% |
| 10Y | +356.5% | +189.3% | +167.2% | +222.3% |
| All | +356.5% | +186.7% | +169.8% | +222.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling