+19,391.6%
WELL vs AEP
+2,329.1%
+17,062.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +0.1% | +2.9% | -2.8% | -1.0% |
| 30D | +5.7% | +3.2% | +2.5% | +4.3% |
| 3M | +4.6% | +3.8% | +0.8% | +3.0% |
| 6M | +11.9% | +2.5% | +9.3% | +10.7% |
| YTD | +33.6% | +15.5% | +18.1% | +26.2% |
| 1Y | +29.8% | +9.6% | +20.2% | +25.1% |
| 3Y | +202.2% | +91.2% | +111.0% | +134.3% |
| 5Y | +223.2% | +88.2% | +135.0% | +151.3% |
| 10Y | +461.7% | +205.1% | +256.6% | +281.0% |
| All | +19,391.6% | +2,329.1% | +17,062.5% | +9,111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling