+77.5%
QQQ vs WELL
+221.0%
-143.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | -6.7% | +5.7% | -12.4% | -8.1% |
| 3M | -7.0% | +4.6% | -11.7% | -8.2% |
| 6M | -4.7% | +11.9% | -16.5% | -8.0% |
| YTD | +11.1% | +33.6% | -22.5% | +1.0% |
| 1Y | +12.3% | +29.8% | -17.5% | +3.0% |
| 3Y | +83.3% | +202.2% | -118.8% | +21.8% |
| All | +77.5% | +221.0% | -143.5% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling