+265.9%
IONQ vs WELL
+322.0%
-56.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +2.1% |
| 7D | +0.8% | -0.8% | +1.6% | +1.1% |
| 30D | -1.0% | -0.1% | -0.9% | -1.1% |
| 3M | -39.8% | +18.0% | -57.8% | -45.0% |
| 6M | +6.4% | +15.0% | -8.6% | -1.8% |
| YTD | -11.9% | +28.6% | -40.5% | -23.5% |
| 1Y | -6.2% | +42.9% | -49.1% | -23.3% |
| 3Y | +125.7% | +203.0% | -77.3% | +23.2% |
| 5Y | +296.0% | +206.9% | +89.1% | +104.4% |
| All | +265.9% | +322.0% | -56.1% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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