+36.5%
WELL vs ALB
+4.7%
+31.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.5% | +2.9% |
| 7D | +9.2% | -2.1% | +11.2% | +9.1% |
| 30D | +10.6% | -9.0% | +19.6% | +10.7% |
| 3M | +7.5% | -21.1% | +28.6% | +7.7% |
| 6M | +15.0% | -49.9% | +64.9% | +16.3% |
| YTD | +35.0% | -32.3% | +67.3% | +36.2% |
| 1Y | +36.5% | +8.6% | +27.9% | +34.7% |
| All | +36.5% | +4.7% | +31.8% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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