+433,968.7%
NVDA vs WELL
+4,709.5%
+429,259.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -12.7% | +0.1% | -12.9% | -12.8% |
| 30D | -26.4% | +5.7% | -32.1% | -28.1% |
| 3M | -27.6% | +4.6% | -32.3% | -29.2% |
| 6M | -27.7% | +11.9% | -39.6% | -31.7% |
| YTD | -12.5% | +33.6% | -46.1% | -23.1% |
| 1Y | -12.6% | +29.8% | -42.4% | -22.5% |
| 3Y | +235.9% | +202.2% | +33.8% | +108.0% |
| 5Y | +438.2% | +223.2% | +215.0% | +221.1% |
| 10Y | +7,445.8% | +461.7% | +6,984.1% | +2,954.1% |
| All | +433,968.7% | +4,709.5% | +429,259.2% | +71,813.0% |
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