+613,227.2%
NVDA vs WELL
+4,530.5%
+608,696.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.6% |
| 7D | +5.9% | -0.8% | +6.7% | +6.2% |
| 30D | +5.1% | -0.1% | +5.2% | +5.0% |
| 3M | +5.4% | +18.0% | -12.7% | -2.0% |
| 6M | +26.0% | +15.0% | +11.0% | +18.0% |
| YTD | +23.7% | +28.6% | -4.9% | +10.7% |
| 1Y | +34.4% | +42.9% | -8.5% | +14.9% |
| 3Y | +375.8% | +203.0% | +172.8% | +194.5% |
| 5Y | +911.8% | +206.9% | +704.9% | +514.9% |
| 10Y | +14,899.8% | +339.5% | +14,560.3% | +6,731.9% |
| All | +613,227.2% | +4,530.5% | +608,696.8% | +103,403.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling