+2,876.9%
TQQQ vs WELL
+356.7%
+2,520.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -1.9% | -0.2% | -1.7% | -1.8% |
| 30D | -4.9% | +2.3% | -7.2% | -6.4% |
| 3M | -6.4% | +12.3% | -18.7% | -14.7% |
| 6M | +44.4% | +15.6% | +28.8% | +27.2% |
| YTD | +35.2% | +28.3% | +6.9% | +10.3% |
| 1Y | +49.5% | +41.9% | +7.6% | +12.8% |
| 3Y | +250.7% | +198.3% | +52.4% | +55.3% |
| 5Y | +104.7% | +206.4% | -101.7% | -9.6% |
| All | +2,876.9% | +356.7% | +2,520.2% | +959.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling