+99.6%
TQQQ vs WELL
+207.6%
-108.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.2% |
| 7D | -3.9% | -2.2% | -1.7% | -2.3% |
| 30D | -5.3% | +4.7% | -10.0% | -8.5% |
| 3M | +0.1% | +11.9% | -11.8% | -10.1% |
| 6M | +40.7% | +14.3% | +26.4% | +22.0% |
| YTD | +31.8% | +28.4% | +3.4% | +2.3% |
| 1Y | +48.2% | +42.3% | +5.9% | +3.2% |
| 3Y | +253.6% | +202.6% | +51.0% | +10.4% |
| 5Y | +99.6% | +206.5% | -106.9% | -38.3% |
| All | +99.6% | +207.6% | -108.0% | -38.3% |
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