+1,216.7%
WELL vs EMB
+127.1%
+1,089.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +4.4% | -0.1% | +4.5% | +4.5% |
| 30D | +10.8% | +1.3% | +9.5% | +9.6% |
| 3M | +4.2% | -2.2% | +6.5% | +6.2% |
| 6M | +14.0% | -2.3% | +16.3% | +16.2% |
| YTD | +33.4% | -0.6% | +34.1% | +33.9% |
| 1Y | +32.4% | +0.5% | +31.9% | +31.6% |
| 3Y | +194.7% | +29.4% | +165.3% | +135.8% |
| 5Y | +226.5% | +6.5% | +220.0% | +208.0% |
| 10Y | +429.8% | +29.8% | +400.1% | +350.4% |
| All | +1,216.7% | +127.1% | +1,089.7% | +891.8% |
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