+46.6%
EEM vs WELL
+211.0%
-164.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +2.0% | -1.1% | +3.1% | +2.2% |
| 30D | +5.1% | +0.7% | +4.3% | +4.9% |
| 3M | +4.6% | +14.5% | -9.9% | +1.5% |
| 6M | +17.8% | +14.4% | +3.4% | +14.1% |
| YTD | +25.8% | +28.5% | -2.6% | +18.7% |
| 1Y | +36.4% | +41.8% | -5.4% | +25.5% |
| 3Y | +90.0% | +202.8% | -112.8% | +42.7% |
| 5Y | +46.6% | +208.8% | -162.2% | +7.1% |
| All | +46.6% | +211.0% | -164.4% | +7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling