-52.9%
NVO vs WELL
+200.9%
-253.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -7.6% | -0.2% | -7.3% | -7.5% |
| 30D | -6.0% | +2.3% | -8.3% | -6.5% |
| 3M | -0.8% | +12.3% | -13.0% | -3.7% |
| 6M | +16.5% | +15.6% | +0.9% | +12.3% |
| YTD | -11.1% | +28.3% | -39.4% | -16.1% |
| 1Y | -16.7% | +41.9% | -58.6% | -23.3% |
| 3Y | -52.9% | +198.3% | -251.3% | -67.4% |
| All | -52.9% | +200.9% | -253.8% | -67.4% |
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