+151.8%
NBIS vs WELL
+42.1%
+109.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -0.8% | -0.2% | -0.6% | -1.0% |
| 30D | -13.4% | +2.3% | -15.7% | -12.2% |
| 3M | +1.0% | +12.3% | -11.2% | +5.8% |
| 6M | +100.5% | +15.6% | +84.9% | +109.7% |
| YTD | +168.3% | +28.3% | +140.0% | +187.6% |
| 1Y | +151.8% | +41.9% | +109.8% | +194.6% |
| All | +151.8% | +42.1% | +109.6% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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