+651.2%
NVDL vs WELL
+201.0%
+450.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.7% |
| 7D | -8.7% | -2.2% | -6.4% | -8.6% |
| 30D | -1.3% | +4.7% | -6.0% | -1.6% |
| 3M | +11.4% | +11.9% | -0.6% | +10.3% |
| 6M | +22.9% | +14.3% | +8.6% | +21.4% |
| YTD | +15.4% | +28.4% | -12.9% | +12.1% |
| 1Y | +18.8% | +42.3% | -23.5% | +13.0% |
| All | +651.2% | +201.0% | +450.2% | +490.2% |
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