+228.3%
WELL vs AEE
+56.1%
+172.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.1% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +7.8% | +9.7% | -1.9% | +1.9% |
| 3M | +10.2% | +5.8% | +4.4% | +6.5% |
| 6M | +16.4% | +4.5% | +11.9% | +13.2% |
| YTD | +35.2% | +15.8% | +19.3% | +23.7% |
| 1Y | +30.5% | +10.8% | +19.7% | +22.5% |
| 3Y | +206.1% | +62.8% | +143.3% | +129.0% |
| 5Y | +228.3% | +56.1% | +172.2% | +149.4% |
| All | +228.3% | +56.1% | +172.2% | +149.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling