+205.7%
WELL vs AEM
+318.0%
-112.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.2% | +0.1% |
| 7D | +0.1% | +1.4% | -1.3% | -0.1% |
| 30D | +7.8% | -1.2% | +9.0% | +7.7% |
| 3M | +10.2% | +2.5% | +7.7% | +9.5% |
| 6M | +16.4% | -5.1% | +21.4% | +16.7% |
| YTD | +35.2% | +10.4% | +24.8% | +30.9% |
| 1Y | +30.5% | +11.8% | +18.7% | +25.8% |
| All | +205.7% | +318.0% | -112.2% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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