+204.5%
WELL vs AEIS
+173.5%
+31.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.4% |
| 7D | -1.3% | +8.1% | -9.5% | -1.6% |
| 30D | +0.5% | -11.1% | +11.7% | +0.9% |
| 3M | +19.1% | -5.6% | +24.7% | +18.5% |
| 6M | +17.0% | -0.6% | +17.6% | +15.8% |
| YTD | +29.2% | +38.0% | -8.8% | +25.1% |
| 1Y | +42.1% | +87.2% | -45.1% | +34.4% |
| 3Y | +204.5% | +179.7% | +24.9% | +169.9% |
| All | +204.5% | +173.5% | +31.0% | +169.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling