+37.4%
WELL vs Q
+77.9%
-40.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -6.0% | +1.2% |
| 7D | +3.5% | +8.4% | -4.9% | +3.8% |
| 30D | +9.7% | -1.2% | +10.9% | +9.8% |
| 3M | +4.8% | -9.3% | +14.1% | +4.8% |
| 6M | +16.1% | -15.0% | +31.1% | +15.6% |
| YTD | +34.7% | +53.5% | -18.8% | +31.4% |
| 1Y | +31.9% | +35.9% | -3.9% | +29.0% |
| All | +37.4% | +77.9% | -40.4% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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