+246.0%
WELL vs NXT
+171.8%
+74.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.5% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +0.7% | -20.0% | +20.7% | +1.0% |
| 3M | +14.5% | -30.9% | +45.5% | +15.0% |
| 6M | +14.4% | -23.8% | +38.2% | +14.3% |
| YTD | +28.5% | -5.4% | +33.9% | +27.5% |
| 1Y | +41.8% | +28.0% | +13.7% | +39.2% |
| 3Y | +202.8% | +93.3% | +109.5% | +187.4% |
| All | +246.0% | +171.8% | +74.2% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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