+211.0%
WELL vs AEP
+68.7%
+142.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.1% |
| 7D | -1.3% | +2.0% | -3.3% | -2.3% |
| 30D | +0.5% | +0.5% | 0.0% | +0.2% |
| 3M | +19.1% | -0.3% | +19.4% | +19.2% |
| 6M | +17.0% | -3.5% | +20.4% | +18.9% |
| YTD | +29.2% | +11.3% | +17.9% | +22.1% |
| 1Y | +42.1% | +20.2% | +21.9% | +28.7% |
| 3Y | +204.5% | +79.8% | +124.8% | +120.2% |
| 5Y | +211.0% | +65.6% | +145.4% | +127.7% |
| All | +211.0% | +68.7% | +142.3% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 5y: compounded portfolio wealth divided by compounded AEP 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…
5y analysis · Full analysis span regression · 6 months rolling