+1,580.3%
LLY vs WBD
+10.9%
+1,569.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | +0.1% |
| 7D | -3.1% | -1.7% | -1.4% | -3.0% |
| 30D | -8.6% | +3.9% | -12.5% | -8.8% |
| 3M | -1.6% | +5.1% | -6.7% | -1.9% |
| 6M | +11.8% | +0.6% | +11.3% | +11.8% |
| YTD | +5.1% | -3.2% | +8.3% | +5.3% |
| 1Y | +50.7% | +127.7% | -76.9% | +43.6% |
| 3Y | +95.7% | +146.6% | -50.9% | +84.0% |
| 5Y | +390.2% | +4.2% | +386.0% | +379.6% |
| 10Y | +1,580.3% | +13.7% | +1,566.6% | +1,444.2% |
| All | +1,580.3% | +10.9% | +1,569.4% | +1,444.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 10y: compounded portfolio wealth divided by compounded WBD 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…
10y analysis · Full analysis span regression · 6 months rolling