+19,368.3%
WELL vs EMR
+4,298.0%
+15,070.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +4.4% | -1.6% | +6.0% | +5.0% |
| 30D | +10.8% | +2.0% | +8.8% | +9.9% |
| 3M | +4.2% | +3.8% | +0.4% | +2.5% |
| 6M | +14.0% | +10.5% | +3.5% | +9.1% |
| YTD | +33.4% | +23.7% | +9.7% | +21.5% |
| 1Y | +32.4% | +25.4% | +7.0% | +19.8% |
| 3Y | +194.7% | +86.6% | +108.2% | +124.6% |
| 5Y | +226.5% | +83.0% | +143.4% | +148.0% |
| 10Y | +429.8% | +319.5% | +110.3% | +199.6% |
| All | +19,368.3% | +4,298.0% | +15,070.3% | +7,800.2% |
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 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