-0.9%
NVO vs WELL
+207.6%
-208.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -7.4% | -2.2% | -5.1% | -6.9% |
| 30D | -5.5% | +4.7% | -10.2% | -6.5% |
| 3M | +4.1% | +11.9% | -7.8% | +1.4% |
| 6M | +19.3% | +14.3% | +5.0% | +15.7% |
| YTD | -9.2% | +28.4% | -37.5% | -14.0% |
| 1Y | -15.0% | +42.3% | -57.3% | -21.5% |
| 3Y | -50.9% | +202.6% | -253.4% | -62.3% |
| 5Y | -0.9% | +206.5% | -207.4% | -23.4% |
| All | -0.9% | +207.6% | -208.4% | -23.4% |
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 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