+19,391.6%
WELL vs AEM
+3,071.7%
+16,319.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.1% | -6.8% | +7.0% | +0.5% |
| 30D | +5.7% | +0.8% | +4.8% | +5.5% |
| 3M | +4.6% | -0.8% | +5.5% | +4.5% |
| 6M | +11.9% | -8.5% | +20.4% | +12.0% |
| YTD | +33.6% | +5.9% | +27.6% | +32.4% |
| 1Y | +29.8% | +6.6% | +23.2% | +28.5% |
| 3Y | +202.2% | +302.2% | -100.0% | +178.9% |
| 5Y | +223.2% | +250.8% | -27.6% | +198.6% |
| 10Y | +461.7% | +406.1% | +55.6% | +404.0% |
| All | +19,391.6% | +3,071.7% | +16,319.8% | +17,566.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling