+206.5%
WELL vs SOXQ
+251.3%
-44.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | +0.2% |
| 7D | -2.2% | +2.3% | -4.6% | -2.5% |
| 30D | +4.7% | -3.9% | +8.6% | +5.1% |
| 3M | +11.9% | -4.7% | +16.7% | +11.6% |
| 6M | +14.3% | +47.9% | -33.6% | +6.0% |
| YTD | +28.4% | +64.3% | -36.0% | +17.0% |
| 1Y | +42.3% | +95.7% | -53.4% | +25.7% |
| 3Y | +202.6% | +231.5% | -28.9% | +130.3% |
| 5Y | +206.5% | +255.0% | -48.5% | +123.2% |
| All | +206.5% | +251.3% | -44.8% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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