+7,346.2%
WELL vs ALB
+2,835.3%
+4,510.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.4% | -1.2% |
| 7D | -0.8% | -8.1% | +7.3% | +0.8% |
| 30D | -0.1% | +6.3% | -6.3% | -1.5% |
| 3M | +18.0% | -23.6% | +41.6% | +23.5% |
| 6M | +15.0% | -24.6% | +39.6% | +19.7% |
| YTD | +28.6% | -10.3% | +38.9% | +27.9% |
| 1Y | +42.9% | +61.5% | -18.5% | +23.7% |
| 3Y | +203.0% | -34.0% | +237.0% | +196.3% |
| 5Y | +206.9% | -44.6% | +251.5% | +197.7% |
| 10Y | +339.5% | +76.1% | +263.4% | +192.0% |
| All | +7,346.2% | +2,835.3% | +4,510.9% | +2,751.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling