+7,095.8%
WELL vs NVMI
+1,665.9%
+5,430.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | 0.0% |
| 7D | +0.1% | +1.5% | -1.4% | 0.0% |
| 30D | +5.7% | -4.1% | +9.7% | +5.8% |
| 3M | +4.6% | -22.8% | +27.4% | +5.9% |
| 6M | +11.9% | -36.9% | +48.7% | +14.0% |
| YTD | +33.6% | -3.2% | +36.8% | +32.2% |
| 1Y | +29.8% | +7.1% | +22.7% | +27.6% |
| 3Y | +202.2% | +181.5% | +20.7% | +175.3% |
| 5Y | +223.2% | +141.2% | +82.0% | +194.8% |
| 10Y | +461.7% | +2,463.4% | -2,001.7% | +350.5% |
| All | +7,095.8% | +1,665.9% | +5,430.0% | +4,732.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling