+443.3%
WELL vs EMR
+279.1%
+164.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +0.1% | +2.7% | -2.5% | -1.0% |
| 30D | +6.8% | +2.1% | +4.7% | +5.6% |
| 3M | +6.7% | +2.3% | +4.5% | +5.3% |
| 6M | +13.8% | +22.5% | -8.7% | +3.1% |
| YTD | +33.8% | +27.2% | +6.6% | +17.2% |
| 1Y | +29.6% | +28.0% | +1.6% | +12.9% |
| 3Y | +203.1% | +103.4% | +99.7% | +97.5% |
| 5Y | +223.8% | +88.2% | +135.7% | +115.7% |
| All | +443.3% | +279.1% | +164.2% | +160.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling