+2,119.0%
ALB vs WY
+241.4%
+1,877.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.3% |
| 7D | -5.8% | -0.8% | -5.0% | -5.4% |
| 30D | -4.5% | +10.1% | -14.6% | -9.6% |
| 3M | -28.1% | -15.4% | -12.7% | -22.2% |
| 6M | -53.2% | -8.3% | -44.9% | -51.8% |
| YTD | -33.3% | -9.8% | -23.5% | -31.4% |
| 1Y | -17.4% | -3.9% | -13.5% | -17.8% |
| 3Y | -14.1% | -23.3% | +9.2% | -3.0% |
| 5Y | -64.0% | -31.2% | -32.8% | -56.6% |
| 10Y | +32.8% | +5.5% | +27.3% | +21.8% |
| All | +2,119.0% | +241.4% | +1,877.5% | +1,026.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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