+29.6%
WELL vs NXT
-11.1%
+40.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.9% | +6.0% | -1.0% |
| 7D | +0.1% | -6.0% | +6.1% | +0.1% |
| 30D | +6.8% | +5.4% | +1.4% | +7.1% |
| 3M | +6.7% | -9.7% | +16.4% | +6.7% |
| 6M | +13.8% | -25.3% | +39.2% | +13.1% |
| YTD | +33.8% | +7.5% | +26.4% | +31.5% |
| 1Y | +29.6% | -3.0% | +32.6% | +27.7% |
| All | +29.6% | -11.1% | +40.7% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling