+2,672.5%
NVDL vs WELL
+279.6%
+2,392.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.0% |
| 7D | +7.3% | -1.3% | +8.6% | +7.4% |
| 30D | -0.7% | +0.5% | -1.2% | -0.8% |
| 3M | +9.5% | +19.1% | -9.6% | +7.1% |
| 6M | +41.6% | +17.0% | +24.7% | +38.8% |
| YTD | +23.3% | +29.2% | -5.9% | +18.9% |
| 1Y | +40.3% | +42.1% | -1.9% | +32.7% |
| 3Y | +692.2% | +204.5% | +487.6% | +539.9% |
| All | +2,672.5% | +279.6% | +2,392.9% | +1,922.6% |
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