+20,415.5%
SOXL vs WELL
+975.2%
+19,440.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.7% | +4.7% |
| 7D | +16.4% | -1.3% | +17.7% | +17.6% |
| 30D | -12.1% | +0.5% | -12.6% | -12.9% |
| 3M | -41.7% | +19.1% | -60.8% | -53.2% |
| 6M | +157.4% | +17.0% | +140.4% | +106.4% |
| YTD | +193.3% | +29.2% | +164.1% | +113.6% |
| 1Y | +355.3% | +42.1% | +313.2% | +197.7% |
| 3Y | +484.2% | +204.5% | +279.6% | +73.4% |
| 5Y | +182.7% | +211.0% | -28.3% | -14.2% |
| 10Y | +4,692.2% | +337.6% | +4,354.6% | +839.6% |
| All | +20,415.5% | +975.2% | +19,440.2% | +572.6% |
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 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