+442.3%
WELL vs EMR
+279.2%
+163.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.1% | +2.8% | -2.7% | -1.0% |
| 30D | +5.7% | +3.7% | +2.0% | +3.9% |
| 3M | +4.6% | +2.0% | +2.6% | +3.3% |
| 6M | +11.9% | +22.1% | -10.3% | +1.5% |
| YTD | +33.6% | +27.2% | +6.4% | +17.0% |
| 1Y | +29.8% | +32.0% | -2.3% | +11.5% |
| 3Y | +202.2% | +103.3% | +98.9% | +97.0% |
| 5Y | +223.2% | +88.2% | +135.0% | +115.3% |
| All | +442.3% | +279.2% | +163.1% | +159.7% |
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