+36.5%
WELL vs QSR
+23.8%
+12.7%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.6% | +1.6% |
| 7D | +9.2% | +5.2% | +4.0% | +7.8% |
| 30D | +10.6% | +12.2% | -1.5% | +7.8% |
| 3M | +7.5% | +7.0% | +0.5% | +5.6% |
| 6M | +15.0% | -0.3% | +15.3% | +13.3% |
| YTD | +35.0% | +18.0% | +17.1% | +30.7% |
| 1Y | +36.5% | +22.6% | +13.9% | +33.3% |
| All | +36.5% | +23.8% | +12.7% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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