+41.8%
WELL vs NOC
-9.7%
+51.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -1.1% | -1.6% | +0.4% | -0.9% |
| 30D | +0.7% | -10.4% | +11.1% | +1.9% |
| 3M | +14.5% | -5.6% | +20.1% | +15.1% |
| 6M | +14.4% | -30.4% | +44.8% | +16.6% |
| YTD | +28.5% | -8.5% | +36.9% | +31.5% |
| 1Y | +41.8% | -8.3% | +50.1% | +43.9% |
| All | +41.8% | -9.7% | +51.5% | +43.9% |
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