+913.8%
NVDA vs WELL
+215.5%
+698.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | +3.8% | -1.3% | +5.1% | +4.2% |
| 30D | +0.8% | +0.5% | +0.3% | +0.6% |
| 3M | +8.2% | +19.1% | -10.9% | +2.2% |
| 6M | +27.1% | +17.0% | +10.1% | +20.2% |
| YTD | +21.2% | +29.2% | -8.0% | +10.8% |
| 1Y | +34.3% | +42.1% | -7.9% | +18.1% |
| 3Y | +396.3% | +204.5% | +191.7% | +208.1% |
| 5Y | +913.8% | +211.0% | +702.8% | +510.7% |
| All | +913.8% | +215.5% | +698.3% | +510.7% |
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