-94.7%
SQQQ vs WELL
+207.6%
-302.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.2% |
| 7D | +4.1% | -2.2% | +6.3% | +2.4% |
| 30D | +4.6% | +4.7% | -0.1% | +8.3% |
| 3M | -10.4% | +11.9% | -22.4% | -2.9% |
| 6M | -42.1% | +14.3% | -56.4% | -36.2% |
| YTD | -40.3% | +28.4% | -68.7% | -27.0% |
| 1Y | -50.2% | +42.3% | -92.5% | -32.6% |
| 3Y | -89.4% | +202.6% | -292.0% | -66.5% |
| 5Y | -94.7% | +206.5% | -301.2% | -79.4% |
| All | -94.7% | +207.6% | -302.2% | -79.4% |
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