+211.0%
WELL vs QID
-80.7%
+291.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -1.3% | -2.7% | +1.4% | -1.7% |
| 30D | +0.5% | +1.8% | -1.3% | +0.8% |
| 3M | +19.1% | -2.2% | +21.2% | +19.0% |
| 6M | +17.0% | -32.1% | +49.1% | +10.6% |
| YTD | +29.2% | -28.6% | +57.8% | +23.3% |
| 1Y | +42.1% | -36.3% | +78.5% | +33.4% |
| 3Y | +204.5% | -74.4% | +279.0% | +148.9% |
| 5Y | +211.0% | -80.8% | +291.7% | +149.0% |
| All | +211.0% | -80.7% | +291.7% | +149.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling