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  • QBTS vs WELL✓SelectedUSD · WELLQBTS vs WELL performance historyLatest closeAs of+18.01%11/06
Stock and ETF performance explorer

QBTS vs WELL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,264.0%
WELL return
+195.0%
Excess return
+1,069.0%
Maximum drawdown
-79.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioWELLExcessAlpha
1D+18.0%-0.2%+18.2%+18.0%
7D+0.3%+4.4%-4.2%0.0%
30D-29.8%+10.8%-40.6%-30.6%
3M-45.0%+4.2%-49.2%-45.2%
6M-55.2%+14.0%-69.2%-56.1%
YTD-59.2%+33.4%-92.6%-62.4%
1Y-62.4%+32.4%-94.8%-65.3%
3Y+1,264.0%+194.7%+1,069.2%+392.2%
All+1,264.0%+195.0%+1,069.0%+392.2%

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 3y: 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…

3y analysis · Full analysis span regression · 6 months rolling