-44.1%
NBIS vs WELL
+14.1%
-58.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.2% | -9.7% | -10.2% |
| 7D | -10.5% | +0.1% | -10.6% | -10.6% |
| 30D | -37.7% | +5.7% | -43.4% | -32.1% |
| 3M | -54.6% | +4.6% | -59.2% | -51.4% |
| 6M | -44.1% | +11.9% | -55.9% | -30.8% |
| All | -44.1% | +14.1% | -58.2% | -30.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling