+212.9%
WELL vs AEE
+40.8%
+172.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | -0.8% | +0.3% | -1.1% | -1.0% |
| 30D | -0.1% | -2.3% | +2.2% | +1.2% |
| 3M | +18.0% | +0.2% | +17.8% | +17.8% |
| 6M | +15.0% | -4.7% | +19.7% | +18.2% |
| YTD | +28.6% | +8.1% | +20.5% | +22.8% |
| 1Y | +42.9% | +8.5% | +34.4% | +36.1% |
| 3Y | +203.0% | +48.9% | +154.1% | +140.3% |
| All | +212.9% | +40.8% | +172.1% | +152.5% |
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 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