+196.5%
SOXL vs WELL
+204.0%
-7.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.2% | -10.8% | -11.0% |
| 7D | +26.9% | +0.1% | +26.7% | +26.9% |
| 30D | -47.2% | +5.7% | -52.9% | -47.3% |
| 3M | -59.9% | +4.6% | -64.5% | -59.9% |
| 6M | -68.3% | +11.9% | -80.2% | -69.1% |
| YTD | +38.8% | +33.6% | +5.3% | +22.6% |
| 1Y | +48.8% | +29.8% | +19.0% | +32.8% |
| 3Y | +196.5% | +202.2% | -5.7% | +27.2% |
| All | +196.5% | +204.0% | -7.5% | +27.2% |
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