+7,624.9%
WELL vs ALB
+2,214.8%
+5,410.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | +4.4% | +9.1% | -4.6% | +2.6% |
| 30D | +10.8% | -3.4% | +14.2% | +11.3% |
| 3M | +4.2% | -20.6% | +24.8% | +8.4% |
| 6M | +14.0% | -48.2% | +62.2% | +28.2% |
| YTD | +33.4% | -29.2% | +62.7% | +38.5% |
| 1Y | +32.4% | +10.0% | +22.4% | +24.7% |
| 3Y | +194.7% | -12.9% | +207.6% | +167.5% |
| 5Y | +226.5% | -61.3% | +287.7% | +242.0% |
| 10Y | +429.8% | +35.8% | +394.0% | +269.7% |
| All | +7,624.9% | +2,214.8% | +5,410.1% | +2,987.6% |
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