+18,665.9%
WELL vs EMR
+4,039.8%
+14,626.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.6% |
| 7D | -0.8% | -1.5% | +0.7% | -0.4% |
| 30D | -0.1% | -5.6% | +5.5% | +1.6% |
| 3M | +18.0% | +7.9% | +10.1% | +14.2% |
| 6M | +15.0% | +6.0% | +9.0% | +11.3% |
| YTD | +28.6% | +16.4% | +12.2% | +19.8% |
| 1Y | +42.9% | +16.6% | +26.3% | +32.5% |
| 3Y | +203.0% | +62.9% | +140.2% | +142.7% |
| 5Y | +206.9% | +60.1% | +146.8% | +144.1% |
| 10Y | +339.5% | +268.8% | +70.7% | +159.4% |
| All | +18,665.9% | +4,039.8% | +14,626.0% | +7,689.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling