+468.3%
WELL vs QLD
+1,536.4%
-1,068.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.8% | -1.1% |
| 7D | +0.1% | -1.2% | +1.3% | +0.1% |
| 30D | +7.8% | -15.7% | +23.5% | +11.2% |
| 3M | +10.2% | -10.0% | +20.3% | +11.9% |
| 6M | +16.4% | -11.2% | +27.6% | +17.0% |
| YTD | +35.2% | +16.4% | +18.8% | +26.6% |
| 1Y | +30.5% | +12.7% | +17.8% | +22.9% |
| 3Y | +206.1% | +152.3% | +53.8% | +123.1% |
| 5Y | +228.3% | +91.8% | +136.5% | +143.4% |
| 10Y | +468.3% | +1,520.2% | -1,051.9% | +150.8% |
| All | +468.3% | +1,536.4% | -1,068.1% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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