+349.9%
WELL vs QID
-99.1%
+449.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | +0.4% |
| 7D | -2.2% | +2.7% | -5.0% | -1.6% |
| 30D | +4.7% | +3.3% | +1.4% | +5.5% |
| 3M | +11.9% | -5.5% | +17.5% | +10.8% |
| 6M | +14.3% | -28.4% | +42.7% | +6.2% |
| YTD | +28.4% | -26.6% | +54.9% | +20.2% |
| 1Y | +42.3% | -34.1% | +76.4% | +30.1% |
| 3Y | +202.6% | -73.7% | +276.3% | +127.3% |
| 5Y | +206.5% | -80.7% | +287.2% | +131.4% |
| All | +349.9% | -99.1% | +449.1% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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