-91.6%
SOXS vs WELL
+37.3%
-128.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.8% | +5.9% | +6.1% |
| 7D | +46.7% | +9.2% | +37.5% | +35.8% |
| 30D | +97.0% | +10.6% | +86.3% | +82.7% |
| 3M | +39.5% | +7.5% | +32.0% | +32.3% |
| 6M | -54.9% | +15.0% | -70.0% | -59.7% |
| YTD | -90.4% | +35.0% | -125.4% | -90.7% |
| 1Y | -91.6% | +36.5% | -128.1% | -91.8% |
| All | -91.6% | +37.3% | -128.9% | -91.8% |
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