+2,494.8%
NVDL vs WELL
+277.1%
+2,217.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.7% |
| 7D | -8.7% | -2.2% | -6.4% | -8.5% |
| 30D | -1.3% | +4.7% | -6.0% | -1.7% |
| 3M | +11.4% | +11.9% | -0.6% | +9.9% |
| 6M | +22.9% | +14.3% | +8.6% | +20.8% |
| YTD | +15.4% | +28.4% | -12.9% | +11.4% |
| 1Y | +18.8% | +42.3% | -23.5% | +12.2% |
| 3Y | +641.4% | +202.6% | +438.8% | +499.2% |
| All | +2,494.8% | +277.1% | +2,217.6% | +1,793.8% |
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 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