-29.5%
ALB vs WU
-24.9%
-4.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.5% | -4.0% |
| 7D | -8.1% | -0.8% | -7.2% | -7.7% |
| 30D | +6.3% | -1.1% | +7.4% | +6.7% |
| 3M | -23.6% | -3.9% | -19.7% | -24.4% |
| 6M | -24.6% | -20.7% | -4.0% | -15.7% |
| YTD | -10.3% | -18.4% | +8.1% | -2.3% |
| 1Y | +61.5% | -8.1% | +69.5% | +59.5% |
| All | -29.5% | -24.9% | -4.6% | -23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling