+1,906.0%
LII vs WU
-19.5%
+1,925.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | +0.4% | +11.0% | -10.6% | -3.7% |
| 30D | -2.4% | +13.4% | -15.8% | -7.2% |
| 3M | -17.5% | +2.2% | -19.7% | -18.6% |
| 6M | -32.8% | -18.2% | -14.6% | -28.7% |
| YTD | -27.7% | -18.3% | -9.4% | -23.6% |
| 1Y | -28.1% | -12.2% | -15.9% | -26.2% |
| 3Y | -9.7% | -20.8% | +11.1% | -5.6% |
| 5Y | +19.5% | -42.6% | +62.1% | +38.5% |
| 10Y | +170.6% | -35.5% | +206.1% | +185.3% |
| All | +1,906.0% | -19.5% | +1,925.5% | +1,610.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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