+473.8%
WELL vs ALB
+34.3%
+439.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.0% |
| 7D | +3.0% | +5.3% | -2.2% | +2.3% |
| 30D | +10.2% | -6.3% | +16.5% | +11.0% |
| 3M | +6.1% | -27.4% | +33.5% | +10.2% |
| 6M | +16.6% | -53.1% | +69.7% | +27.8% |
| YTD | +35.3% | -32.3% | +67.7% | +39.4% |
| 1Y | +31.5% | -7.3% | +38.8% | +29.0% |
| 3Y | +206.5% | -14.9% | +221.4% | +187.7% |
| 5Y | +222.0% | -62.0% | +284.0% | +244.1% |
| 10Y | +473.8% | +33.0% | +440.8% | +338.0% |
| All | +473.8% | +34.3% | +439.5% | +338.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling