+35,000.4%
TQQQ vs WELL
+1,066.1%
+33,934.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.6% |
| 7D | +4.4% | -1.3% | +5.7% | +5.4% |
| 30D | -3.1% | +0.5% | -3.6% | -3.7% |
| 3M | -5.2% | +19.1% | -24.2% | -19.1% |
| 6M | +52.4% | +17.0% | +35.4% | +30.1% |
| YTD | +37.4% | +29.2% | +8.2% | +7.7% |
| 1Y | +56.0% | +42.1% | +13.8% | +12.2% |
| 3Y | +268.7% | +204.5% | +64.1% | +40.7% |
| 5Y | +101.2% | +211.0% | -109.7% | -23.1% |
| 10Y | +2,840.4% | +337.6% | +2,502.8% | +660.2% |
| All | +35,000.4% | +1,066.1% | +33,934.2% | +1,804.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling