+349.8%
WELL vs AEE
+191.1%
+158.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.2% | -0.8% | +0.5% | +0.3% |
| 30D | +2.3% | -2.9% | +5.2% | +4.3% |
| 3M | +12.3% | -2.4% | +14.7% | +13.9% |
| 6M | +15.6% | -2.7% | +18.3% | +17.6% |
| YTD | +28.3% | +7.3% | +21.0% | +22.0% |
| 1Y | +41.9% | +7.5% | +34.4% | +34.7% |
| 3Y | +198.3% | +46.2% | +152.1% | +125.7% |
| 5Y | +206.4% | +39.7% | +166.7% | +136.3% |
| All | +349.8% | +191.1% | +158.6% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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