+227.0%
WELL vs QLD
+61.4%
+165.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.7% | +11.7% | +0.6% |
| 7D | +5.3% | -18.6% | +23.8% | +7.9% |
| 30D | +8.7% | -28.3% | +37.0% | +13.1% |
| 3M | +3.8% | -20.4% | +24.2% | +6.5% |
| 6M | +15.4% | -14.3% | +29.6% | +15.9% |
| YTD | +33.7% | +2.8% | +30.9% | +30.0% |
| 1Y | +33.6% | -1.2% | +34.9% | +30.6% |
| 3Y | +194.2% | +135.3% | +58.9% | +136.1% |
| 5Y | +227.0% | +62.6% | +164.4% | +165.6% |
| All | +227.0% | +61.4% | +165.6% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling