+152.5%
QQQM vs WELL
+398.8%
-246.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +1.0% | -1.1% | +2.1% | +1.2% |
| 30D | -0.6% | +0.7% | -1.4% | -0.8% |
| 3M | +1.3% | +14.5% | -13.2% | -1.7% |
| 6M | +18.2% | +14.4% | +3.8% | +14.5% |
| YTD | +16.9% | +28.5% | -11.5% | +10.3% |
| 1Y | +24.0% | +41.8% | -17.7% | +14.2% |
| 3Y | +96.0% | +202.8% | -106.8% | +50.4% |
| 5Y | +95.2% | +208.8% | -113.6% | +46.3% |
| All | +152.5% | +398.8% | -246.3% | +88.9% |
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