+248.0%
WELL vs NXT
+181.9%
+66.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.4% |
| 7D | -1.3% | +2.9% | -4.2% | -1.4% |
| 30D | +0.5% | -17.2% | +17.8% | +0.7% |
| 3M | +19.1% | -32.0% | +51.1% | +19.7% |
| 6M | +17.0% | -15.8% | +32.7% | +16.6% |
| YTD | +29.2% | -1.9% | +31.1% | +28.1% |
| 1Y | +42.1% | +22.5% | +19.7% | +39.9% |
| 3Y | +204.5% | +100.5% | +104.0% | +188.9% |
| All | +248.0% | +181.9% | +66.0% | +217.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling