+225.9%
WELL vs ALB
-64.0%
+289.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | +0.1% | -5.8% | +5.9% | +0.5% |
| 30D | +5.7% | -4.5% | +10.2% | +5.9% |
| 3M | +4.6% | -28.1% | +32.7% | +7.1% |
| 6M | +11.9% | -53.2% | +65.0% | +18.2% |
| YTD | +33.6% | -33.3% | +66.9% | +36.1% |
| 1Y | +29.8% | -17.4% | +47.2% | +29.5% |
| 3Y | +202.2% | -14.1% | +216.3% | +189.8% |
| All | +225.9% | -64.0% | +289.9% | +260.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling