+7,942.5%
WELL vs EME
+53,473.8%
-45,531.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +0.1% | +8.4% | -8.2% | -2.1% |
| 30D | +5.7% | -11.5% | +17.1% | +8.6% |
| 3M | +4.6% | -20.6% | +25.3% | +10.3% |
| 6M | +11.9% | -28.5% | +40.3% | +19.8% |
| YTD | +33.6% | +8.0% | +25.6% | +26.7% |
| 1Y | +29.8% | +6.8% | +23.0% | +23.2% |
| 3Y | +202.2% | +213.9% | -11.7% | +98.9% |
| 5Y | +223.2% | +414.8% | -191.6% | +81.2% |
| 10Y | +461.7% | +916.9% | -455.3% | +155.7% |
| All | +7,942.5% | +53,473.8% | -45,531.3% | +2,134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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