+42.3%
WELL vs QID
-33.5%
+75.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.2% |
| 7D | -2.2% | +2.7% | -5.0% | -2.4% |
| 30D | +4.7% | +3.3% | +1.4% | +4.4% |
| 3M | +11.9% | -5.5% | +17.5% | +11.8% |
| 6M | +14.3% | -28.4% | +42.7% | +11.2% |
| YTD | +28.4% | -26.6% | +54.9% | +24.9% |
| 1Y | +42.3% | -34.1% | +76.4% | +40.7% |
| All | +42.3% | -33.5% | +75.8% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling