+6,859.6%
WELL vs NVMI
+1,995.1%
+4,864.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.4% |
| 7D | -1.3% | +11.7% | -13.0% | -2.0% |
| 30D | +0.5% | -4.0% | +4.6% | +0.7% |
| 3M | +19.1% | -25.8% | +44.8% | +20.6% |
| 6M | +17.0% | -8.3% | +25.3% | +16.7% |
| YTD | +29.2% | +14.8% | +14.4% | +26.9% |
| 1Y | +42.1% | +37.9% | +4.3% | +37.7% |
| 3Y | +204.5% | +216.3% | -11.7% | +176.1% |
| 5Y | +211.0% | +277.2% | -66.2% | +176.6% |
| 10Y | +337.6% | +3,074.3% | -2,736.7% | +247.7% |
| All | +6,859.6% | +1,995.1% | +4,864.6% | +4,537.3% |
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