+29.6%
WELL vs AEE
+11.1%
+18.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +6.8% | +8.8% | -2.0% | +1.0% |
| 3M | +6.7% | +5.1% | +1.7% | +3.4% |
| 6M | +13.8% | +5.2% | +8.7% | +9.6% |
| YTD | +33.8% | +16.1% | +17.8% | +21.4% |
| 1Y | +29.6% | +10.4% | +19.2% | +22.4% |
| All | +29.6% | +11.1% | +18.5% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling