+36.5%
WELL vs QS
-71.4%
+107.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.5% | -4.7% | +3.2% |
| 7D | +9.2% | +4.5% | +4.7% | +9.4% |
| 30D | +10.6% | -4.1% | +14.7% | +10.5% |
| 3M | +7.5% | -22.1% | +29.6% | +6.5% |
| 6M | +15.0% | -38.4% | +53.4% | +12.7% |
| YTD | +35.0% | -57.5% | +92.5% | +30.7% |
| 1Y | +36.5% | -71.3% | +107.8% | +33.6% |
| All | +36.5% | -71.4% | +107.9% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling