+29.6%
WELL vs EMR
+29.8%
-0.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.1% | +2.7% | -2.5% | +0.2% |
| 30D | +6.8% | +2.1% | +4.7% | +6.9% |
| 3M | +6.7% | +2.3% | +4.5% | +6.9% |
| 6M | +13.8% | +22.5% | -8.7% | +13.7% |
| YTD | +33.8% | +27.2% | +6.6% | +31.6% |
| 1Y | +29.6% | +28.0% | +1.6% | +27.2% |
| All | +29.6% | +29.8% | -0.2% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling