+32,286.4%
NVO vs WELL
+18,804.6%
+13,481.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.2% |
| 7D | -4.7% | -1.1% | -3.6% | -4.5% |
| 30D | -5.4% | +0.7% | -6.2% | -5.6% |
| 3M | +7.0% | +14.5% | -7.6% | +4.4% |
| 6M | +17.6% | +14.4% | +3.2% | +14.7% |
| YTD | -8.0% | +28.5% | -36.5% | -12.1% |
| 1Y | -13.8% | +41.8% | -55.6% | -19.2% |
| 3Y | -50.3% | +202.8% | -253.1% | -59.4% |
| 5Y | +0.7% | +208.8% | -208.2% | -19.0% |
| 10Y | +155.6% | +356.5% | -200.9% | +80.9% |
| All | +32,286.4% | +18,804.6% | +13,481.8% | +13,673.6% |
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