+195.2%
WELL vs QLD
+134.4%
+60.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.7% | +11.7% | -0.5% |
| 7D | +5.3% | -18.6% | +23.8% | +6.0% |
| 30D | +8.7% | -28.3% | +37.0% | +10.1% |
| 3M | +3.8% | -20.4% | +24.2% | +4.6% |
| 6M | +15.4% | -14.3% | +29.6% | +14.9% |
| YTD | +33.7% | +2.8% | +30.9% | +30.5% |
| 1Y | +33.6% | -1.2% | +34.9% | +30.9% |
| All | +195.2% | +134.4% | +60.9% | +138.3% |
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