+34,703.6%
TQQQ vs WELL
+1,059.5%
+33,644.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.4% |
| 7D | +2.8% | -1.1% | +3.9% | +3.7% |
| 30D | -3.0% | +0.7% | -3.8% | -3.8% |
| 3M | -2.7% | +14.5% | -17.2% | -14.3% |
| 6M | +45.4% | +14.4% | +31.0% | +26.3% |
| YTD | +36.3% | +28.5% | +7.8% | +7.3% |
| 1Y | +53.4% | +41.8% | +11.6% | +10.6% |
| 3Y | +265.6% | +202.8% | +62.8% | +40.1% |
| 5Y | +101.7% | +208.8% | -107.1% | -22.6% |
| 10Y | +3,054.7% | +356.5% | +2,698.1% | +674.3% |
| All | +34,703.6% | +1,059.5% | +33,644.2% | +1,796.5% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling