+52,689.9%
QCOM vs WELL
+12,893.2%
+39,796.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +13.0% | +0.1% | +12.9% | +13.0% |
| 30D | +0.2% | +6.8% | -6.6% | -2.1% |
| 3M | +9.2% | +6.7% | +2.5% | +6.7% |
| 6M | -15.0% | +13.8% | -28.8% | -19.4% |
| YTD | +5.2% | +33.8% | -28.7% | -6.0% |
| 1Y | +2.4% | +29.6% | -27.3% | -7.7% |
| 3Y | +52.0% | +203.1% | -151.1% | +1.3% |
| 5Y | +19.7% | +223.8% | -204.1% | -22.9% |
| 10Y | +246.9% | +462.8% | -215.8% | +65.1% |
| All | +52,689.9% | +12,893.2% | +39,796.7% | +8,988.4% |
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