-89.0%
SQQQ vs WELL
+201.0%
-290.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.2% |
| 7D | +4.1% | -2.2% | +6.3% | +3.3% |
| 30D | +4.6% | +4.7% | -0.1% | +6.3% |
| 3M | -10.4% | +11.9% | -22.4% | -6.3% |
| 6M | -42.1% | +14.3% | -56.4% | -38.8% |
| YTD | -40.3% | +28.4% | -68.7% | -32.2% |
| 1Y | -50.2% | +42.3% | -92.5% | -39.0% |
| All | -89.0% | +201.0% | -290.0% | -73.6% |
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 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