+349.9%
WELL vs AEIS
+531.1%
-181.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.7% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +4.7% | -16.4% | +21.1% | +8.0% |
| 3M | +11.9% | -11.1% | +23.1% | +11.9% |
| 6M | +14.3% | -12.0% | +26.3% | +13.3% |
| YTD | +28.4% | +30.9% | -2.5% | +15.6% |
| 1Y | +42.3% | +74.3% | -32.0% | +18.9% |
| 3Y | +202.6% | +165.2% | +37.4% | +117.7% |
| 5Y | +206.5% | +220.0% | -13.5% | +102.8% |
| All | +349.9% | +531.1% | -181.1% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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