+205.4%
WELL vs QLD
+149.5%
+55.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | +2.7% | -3.8% | +6.5% | +2.8% |
| 30D | +9.8% | -20.5% | +30.4% | +10.8% |
| 3M | +5.8% | -14.6% | +20.4% | +6.3% |
| 6M | +16.2% | -14.7% | +30.9% | +16.3% |
| YTD | +34.9% | +11.2% | +23.7% | +31.3% |
| 1Y | +31.0% | +7.1% | +23.9% | +27.9% |
| 3Y | +205.4% | +141.1% | +64.3% | +147.8% |
| All | +205.4% | +149.5% | +55.9% | +147.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling