-6.6%
EEM vs WELL
+15.8%
-22.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.8% |
| 7D | +5.3% | +0.1% | +5.2% | +5.4% |
| 30D | -7.0% | +6.8% | -13.8% | -4.6% |
| 3M | -8.0% | +6.7% | -14.7% | -5.6% |
| 6M | -6.6% | +13.8% | -20.4% | -0.4% |
| All | -6.6% | +15.8% | -22.4% | -0.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling