+18,665.9%
WELL vs KMB
+1,824.3%
+16,841.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.6% |
| 7D | -0.8% | -3.0% | +2.2% | 0.0% |
| 30D | -0.1% | -5.5% | +5.4% | +1.4% |
| 3M | +18.0% | +14.0% | +4.0% | +13.9% |
| 6M | +15.0% | +4.1% | +10.9% | +13.5% |
| YTD | +28.6% | +8.0% | +20.6% | +25.5% |
| 1Y | +42.9% | -13.7% | +56.7% | +47.3% |
| 3Y | +203.0% | -5.9% | +209.0% | +203.3% |
| 5Y | +206.9% | -8.6% | +215.5% | +208.0% |
| 10Y | +339.5% | +17.3% | +322.2% | +310.7% |
| All | +18,665.9% | +1,824.3% | +16,841.6% | +13,525.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling