+238.1%
WELL vs SOXQ
+288.7%
-50.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.3% |
| 7D | -1.3% | +5.3% | -6.6% | -1.9% |
| 30D | +0.5% | -3.7% | +4.2% | +0.9% |
| 3M | +19.1% | -7.8% | +26.9% | +19.3% |
| 6M | +17.0% | +58.4% | -41.4% | +7.6% |
| YTD | +29.2% | +68.1% | -38.9% | +17.7% |
| 1Y | +42.1% | +105.4% | -63.2% | +25.0% |
| 3Y | +204.5% | +239.2% | -34.7% | +132.6% |
| 5Y | +211.0% | +266.9% | -55.9% | +127.9% |
| All | +238.1% | +288.7% | -50.7% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling