+332.6%
WELL vs QLD
+1,646.9%
-1,314.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -0.1% | -0.1% | +0.1% | -0.1% |
| 3M | +18.0% | -8.4% | +26.4% | +19.0% |
| 6M | +15.0% | +32.2% | -17.2% | +5.7% |
| YTD | +28.6% | +28.9% | -0.3% | +18.6% |
| 1Y | +42.9% | +43.8% | -0.9% | +27.6% |
| 3Y | +203.0% | +176.6% | +26.4% | +117.1% |
| 5Y | +206.9% | +121.6% | +85.3% | +119.9% |
| All | +332.6% | +1,646.9% | -1,314.3% | +60.7% |
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