-6.6%
ALB vs WU
-15.1%
+8.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +1.8% |
| 7D | +1.1% | +2.1% | -1.1% | +0.5% |
| 30D | -2.6% | +10.1% | -12.7% | -4.8% |
| 3M | -25.6% | -1.1% | -24.4% | -25.5% |
| 6M | -54.0% | -19.8% | -34.2% | -51.0% |
| YTD | -31.6% | -20.8% | -10.8% | -27.3% |
| 1Y | -6.6% | -15.1% | +8.6% | -5.2% |
| All | -6.6% | -15.1% | +8.6% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling