+199.8%
WELL vs NVDX
+833.4%
-633.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +0.5% |
| 7D | -1.3% | +7.3% | -8.6% | -1.3% |
| 30D | +0.5% | -0.9% | +1.4% | +0.5% |
| 3M | +19.1% | +8.4% | +10.7% | +19.1% |
| 6M | +17.0% | +38.2% | -21.2% | +16.6% |
| YTD | +29.2% | +19.3% | +9.9% | +28.8% |
| 1Y | +42.1% | +33.3% | +8.9% | +41.5% |
| All | +199.8% | +833.4% | -633.6% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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