+761.8%
EEM vs WELL
+2,783.0%
-2,021.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.6% | +2.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -6.2% | +7.8% | -14.0% | -9.2% |
| 3M | -5.2% | +10.2% | -15.4% | -9.2% |
| 6M | -8.1% | +16.4% | -24.5% | -14.8% |
| YTD | +14.0% | +35.2% | -21.2% | -1.0% |
| 1Y | +13.8% | +30.5% | -16.6% | +0.1% |
| 3Y | +73.7% | +206.1% | -132.3% | +4.4% |
| 5Y | +34.6% | +228.3% | -193.7% | -23.6% |
| 10Y | +123.6% | +468.3% | -344.8% | -18.8% |
| All | +761.8% | +2,783.0% | -2,021.3% | +21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling