+1,632.2%
WELL vs QLD
+9,036.4%
-7,404.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | -0.1% | -0.1% | +0.1% | -0.1% |
| 3M | +18.0% | -8.4% | +26.4% | +19.2% |
| 6M | +15.0% | +32.2% | -17.2% | +2.4% |
| YTD | +28.6% | +28.9% | -0.3% | +15.1% |
| 1Y | +42.9% | +43.8% | -0.9% | +22.4% |
| 3Y | +203.0% | +176.6% | +26.4% | +94.5% |
| 5Y | +206.9% | +121.6% | +85.3% | +95.0% |
| 10Y | +339.5% | +1,652.9% | -1,313.4% | +7.1% |
| All | +1,632.2% | +9,036.4% | -7,404.2% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling