+206.8%
WELL vs NVT
+410.8%
-204.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.3% |
| 7D | -1.1% | +7.0% | -8.1% | -1.9% |
| 30D | +0.7% | -2.3% | +3.1% | +0.9% |
| 3M | +14.5% | -3.1% | +17.6% | +14.2% |
| 6M | +14.4% | +47.0% | -32.6% | +6.3% |
| YTD | +28.5% | +56.2% | -27.7% | +17.9% |
| 1Y | +41.8% | +74.5% | -32.8% | +26.9% |
| 3Y | +202.8% | +184.0% | +18.8% | +128.2% |
| All | +206.8% | +410.8% | -204.0% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 5y: compounded portfolio wealth divided by compounded NVT 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…
5y analysis · Full analysis span regression · 6 months rolling