+8,638.8%
WELL vs AEIS
+2,566.8%
+6,072.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -2.3% |
| 7D | -0.8% | +3.0% | -3.8% | -1.2% |
| 30D | -0.1% | -14.6% | +14.6% | +1.5% |
| 3M | +18.0% | -12.4% | +30.5% | +18.3% |
| 6M | +15.0% | -15.0% | +30.0% | +15.2% |
| YTD | +28.6% | +34.3% | -5.7% | +21.6% |
| 1Y | +42.9% | +87.4% | -44.4% | +29.3% |
| 3Y | +203.0% | +139.8% | +63.2% | +160.7% |
| 5Y | +206.9% | +220.7% | -13.9% | +152.1% |
| 10Y | +339.5% | +531.6% | -192.1% | +224.4% |
| All | +8,638.8% | +2,566.8% | +6,072.0% | +4,833.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling