+9,612.4%
SOXL vs WELL
+1,011.7%
+8,600.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.2% | -10.8% | -10.8% |
| 7D | +26.9% | +0.1% | +26.7% | +26.9% |
| 30D | -47.2% | +5.7% | -52.9% | -50.6% |
| 3M | -59.9% | +4.6% | -64.5% | -62.4% |
| 6M | -68.3% | +11.9% | -80.2% | -74.0% |
| YTD | +38.8% | +33.6% | +5.3% | -3.9% |
| 1Y | +48.8% | +29.8% | +19.0% | +5.1% |
| 3Y | +196.5% | +202.2% | -5.7% | -13.1% |
| 5Y | -5.0% | +223.2% | -228.3% | -72.4% |
| 10Y | +1,914.5% | +461.7% | +1,452.9% | +184.8% |
| All | +9,612.4% | +1,011.7% | +8,600.6% | +202.5% |
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