+1,101.8%
NBIS vs WELL
+84.8%
+1,017.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.6% |
| 7D | +17.8% | -1.1% | +18.9% | +17.3% |
| 30D | +30.5% | +0.7% | +29.8% | +30.4% |
| 3M | +9.2% | +14.5% | -5.3% | +12.9% |
| 6M | +153.2% | +14.4% | +138.8% | +161.5% |
| YTD | +187.1% | +28.5% | +158.7% | +201.3% |
| 1Y | +151.1% | +41.8% | +109.3% | +167.8% |
| All | +1,101.8% | +84.8% | +1,017.0% | +1,167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling