+19,368.3%
WELL vs KMB
+1,887.9%
+17,480.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | +0.3% |
| 7D | +4.4% | +0.5% | +4.0% | +4.3% |
| 30D | +10.8% | +12.4% | -1.6% | +7.4% |
| 3M | +4.2% | +1.0% | +3.2% | +3.7% |
| 6M | +14.0% | +12.1% | +1.9% | +10.3% |
| YTD | +33.4% | +11.6% | +21.8% | +28.9% |
| 1Y | +32.4% | +13.1% | +19.3% | +27.4% |
| 3Y | +194.7% | +1.6% | +193.2% | +188.8% |
| 5Y | +226.5% | -0.3% | +226.8% | +220.0% |
| 10Y | +429.8% | +37.9% | +391.9% | +375.9% |
| All | +19,368.3% | +1,887.9% | +17,480.4% | +13,894.9% |
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 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