+198.5%
WELL vs NVMI
+203.1%
-4.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | -2.2% | +3.8% | -6.0% | -2.3% |
| 30D | +4.7% | -7.6% | +12.2% | +4.9% |
| 3M | +11.9% | -28.0% | +39.9% | +12.7% |
| 6M | +14.3% | -15.3% | +29.6% | +13.8% |
| YTD | +28.4% | +11.5% | +16.9% | +25.9% |
| 1Y | +42.3% | +31.6% | +10.7% | +38.1% |
| All | +198.5% | +203.1% | -4.6% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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