+442.3%
WELL vs AEE
+222.5%
+219.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.9% |
| 7D | +0.1% | +1.7% | -1.6% | -1.0% |
| 30D | +5.7% | +9.7% | -4.1% | -0.9% |
| 3M | +4.6% | +5.9% | -1.3% | +0.4% |
| 6M | +11.9% | +6.7% | +5.2% | +6.7% |
| YTD | +33.6% | +17.4% | +16.2% | +19.3% |
| 1Y | +29.8% | +12.7% | +17.1% | +19.2% |
| 3Y | +202.2% | +68.2% | +133.9% | +107.8% |
| 5Y | +223.2% | +57.3% | +165.9% | +129.8% |
| All | +442.3% | +222.5% | +219.8% | +162.6% |
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