+2,150.3%
ALB vs WY
+235.7%
+1,914.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.7% |
| 7D | -3.6% | -5.4% | +1.8% | -0.8% |
| 30D | -2.9% | +7.9% | -10.7% | -7.1% |
| 3M | -25.8% | -16.6% | -9.2% | -19.1% |
| 6M | -53.6% | -11.2% | -42.4% | -51.4% |
| YTD | -32.4% | -11.3% | -21.0% | -29.8% |
| 1Y | -13.0% | -5.5% | -7.5% | -12.7% |
| 3Y | -15.0% | -25.4% | +10.4% | -2.5% |
| 5Y | -63.5% | -32.4% | -31.2% | -55.6% |
| 10Y | +34.7% | +3.8% | +30.9% | +24.6% |
| All | +2,150.3% | +235.7% | +1,914.6% | +1,052.4% |
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