+18,665.9%
WELL vs AEM
+3,538.8%
+15,127.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -0.8% | -0.5% | -0.3% | -0.8% |
| 30D | -0.1% | +24.0% | -24.1% | -1.2% |
| 3M | +18.0% | +16.1% | +1.9% | +16.9% |
| 6M | +15.0% | -11.6% | +26.6% | +15.4% |
| YTD | +28.6% | +21.5% | +7.1% | +26.7% |
| 1Y | +42.9% | +39.2% | +3.7% | +39.7% |
| 3Y | +203.0% | +347.4% | -144.4% | +178.4% |
| 5Y | +206.9% | +290.1% | -83.3% | +182.3% |
| 10Y | +339.5% | +357.8% | -18.3% | +295.7% |
| All | +18,665.9% | +3,538.8% | +15,127.0% | +16,811.5% |
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