+356.5%
WELL vs EMR
+266.1%
+90.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.1% |
| 7D | -1.1% | +0.9% | -2.0% | -1.5% |
| 30D | +0.7% | -5.0% | +5.7% | +2.6% |
| 3M | +14.5% | +5.9% | +8.6% | +10.8% |
| 6M | +14.4% | +7.3% | +7.1% | +9.3% |
| YTD | +28.5% | +14.6% | +13.9% | +18.0% |
| 1Y | +41.8% | +15.6% | +26.1% | +28.8% |
| 3Y | +202.8% | +60.2% | +142.6% | +123.5% |
| 5Y | +208.8% | +65.8% | +143.0% | +118.7% |
| 10Y | +356.5% | +277.4% | +79.1% | +128.6% |
| All | +356.5% | +266.1% | +90.4% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EMR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling