+42.2%
LLY vs WCN
+16.4%
+25.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.3% |
| 7D | +6.7% | +2.6% | +4.1% | +6.0% |
| 30D | +19.6% | +23.9% | -4.4% | +12.7% |
| 3M | +19.7% | +17.4% | +2.3% | +14.2% |
| 6M | +42.7% | +28.0% | +14.7% | +34.7% |
| YTD | +35.1% | +11.6% | +23.6% | +31.2% |
| 1Y | +42.2% | +16.9% | +25.3% | +31.2% |
| All | +42.2% | +16.4% | +25.8% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling