+156.1%
SOXL vs WELL
+207.6%
-51.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -8.0% | -8.0% |
| 7D | +8.5% | -2.2% | +10.7% | +10.3% |
| 30D | -13.0% | +4.7% | -17.6% | -16.4% |
| 3M | -35.9% | +11.9% | -47.9% | -44.8% |
| 6M | +112.1% | +14.3% | +97.8% | +74.4% |
| YTD | +175.4% | +28.4% | +147.1% | +100.7% |
| 1Y | +304.9% | +42.3% | +262.6% | +158.8% |
| 3Y | +448.6% | +202.6% | +246.0% | +29.0% |
| 5Y | +156.1% | +206.5% | -50.4% | -39.6% |
| All | +156.1% | +207.6% | -51.5% | -39.6% |
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 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