+396.0%
NVDA vs WELL
+201.2%
+194.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -0.3% | -1.1% | +0.8% | -0.3% |
| 30D | +2.8% | +0.7% | +2.1% | +2.7% |
| 3M | +7.4% | +14.5% | -7.1% | +6.5% |
| 6M | +22.6% | +14.4% | +8.2% | +21.5% |
| YTD | +20.1% | +28.5% | -8.4% | +17.6% |
| 1Y | +31.2% | +41.8% | -10.6% | +26.8% |
| All | +396.0% | +201.2% | +194.8% | +315.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling