+14,546.7%
NVDA vs WELL
+356.7%
+14,190.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.1% | -0.2% | -4.9% | -5.1% |
| 30D | -2.5% | +2.3% | -4.8% | -3.1% |
| 3M | +6.7% | +12.3% | -5.6% | +3.1% |
| 6M | +17.6% | +15.6% | +2.0% | +12.3% |
| YTD | +17.3% | +28.3% | -11.0% | +8.8% |
| 1Y | +23.5% | +41.9% | -18.4% | +10.9% |
| 3Y | +384.6% | +198.3% | +186.3% | +246.0% |
| 5Y | +875.4% | +206.4% | +669.0% | +582.4% |
| All | +14,546.7% | +356.7% | +14,190.0% | +8,343.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling