+225.9%
WELL vs KMB
-0.7%
+226.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.8% |
| 7D | +0.1% | +0.9% | -0.8% | -0.2% |
| 30D | +5.7% | +10.1% | -4.4% | +2.7% |
| 3M | +4.6% | 0.0% | +4.6% | +4.4% |
| 6M | +11.9% | +15.7% | -3.8% | +6.9% |
| YTD | +33.6% | +12.6% | +20.9% | +28.2% |
| 1Y | +29.8% | +10.1% | +19.6% | +25.3% |
| 3Y | +202.2% | +2.1% | +200.0% | +192.1% |
| All | +225.9% | -0.7% | +226.6% | +214.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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