+357.4%
SOXL vs WELL
+42.4%
+314.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.1% | +11.9% | +8.7% |
| 7D | +5.3% | -0.8% | +6.1% | +5.0% |
| 30D | -11.2% | -0.1% | -11.1% | -11.3% |
| 3M | -55.4% | +18.0% | -73.4% | -54.3% |
| 6M | +107.1% | +15.0% | +92.1% | +114.3% |
| YTD | +179.0% | +28.6% | +150.4% | +186.4% |
| 1Y | +357.4% | +42.9% | +314.4% | +363.6% |
| All | +357.4% | +42.4% | +314.9% | +363.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling