+246.4%
WELL vs NXT
+178.8%
+67.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.8% |
| 30D | -0.1% | -15.3% | +15.3% | +0.1% |
| 3M | +18.0% | -43.8% | +61.8% | +19.1% |
| 6M | +15.0% | -18.7% | +33.7% | +14.7% |
| YTD | +28.6% | -3.0% | +31.6% | +27.6% |
| 1Y | +42.9% | +22.7% | +20.2% | +40.6% |
| 3Y | +203.0% | +95.9% | +107.1% | +187.7% |
| All | +246.4% | +178.8% | +67.6% | +216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling