+87.7%
EEM vs WELL
+201.2%
-113.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +2.0% | -1.1% | +3.1% | +2.1% |
| 30D | +5.1% | +0.7% | +4.3% | +5.0% |
| 3M | +4.6% | +14.5% | -9.9% | +2.7% |
| 6M | +17.8% | +14.4% | +3.4% | +15.6% |
| YTD | +25.8% | +28.5% | -2.6% | +21.0% |
| 1Y | +36.4% | +41.8% | -5.4% | +28.5% |
| All | +87.7% | +201.2% | -113.6% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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