+185.4%
WELL vs QQQI
+57.7%
+127.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -0.2% | -0.3% | +0.1% | -0.2% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +12.3% | +1.3% | +10.9% | +12.0% |
| 6M | +15.6% | +11.5% | +4.1% | +12.7% |
| YTD | +28.3% | +11.3% | +17.0% | +25.1% |
| 1Y | +41.9% | +16.9% | +25.0% | +36.8% |
| All | +185.4% | +57.7% | +127.7% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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