-24.6%
NVDA vs WELL
+15.8%
-40.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.4% | -4.7% |
| 7D | -8.5% | +0.1% | -8.6% | -8.4% |
| 30D | -27.3% | +6.8% | -34.1% | -25.1% |
| 3M | -25.8% | +6.7% | -32.5% | -23.5% |
| 6M | -24.6% | +13.8% | -38.4% | -18.4% |
| All | -24.6% | +15.8% | -40.3% | -18.4% |
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