+1,169.2%
WELL vs EMB
+132.1%
+1,037.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -0.1% | -0.3% | +0.2% | +0.2% |
| 3M | +18.0% | -0.4% | +18.4% | +18.4% |
| 6M | +15.0% | +0.1% | +14.9% | +14.7% |
| YTD | +28.6% | +1.6% | +27.0% | +26.7% |
| 1Y | +42.9% | +5.6% | +37.3% | +36.2% |
| 3Y | +203.0% | +29.8% | +173.2% | +142.0% |
| 5Y | +206.9% | +7.3% | +199.6% | +187.9% |
| 10Y | +339.5% | +30.4% | +309.0% | +269.1% |
| All | +1,169.2% | +132.1% | +1,037.1% | +838.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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