+1,545.2%
LLY vs WEC
+143.0%
+1,402.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.6% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -5.1% | +0.3% | -5.4% | -5.3% |
| 3M | -2.1% | -2.9% | +0.9% | -1.1% |
| 6M | +13.8% | -5.9% | +19.8% | +16.3% |
| YTD | +5.1% | +4.1% | +0.9% | +3.5% |
| 1Y | +53.1% | +3.1% | +50.0% | +51.0% |
| 3Y | +95.6% | +40.8% | +54.9% | +69.7% |
| 5Y | +361.5% | +31.7% | +329.8% | +306.8% |
| 10Y | +1,545.2% | +141.1% | +1,404.1% | +1,129.9% |
| All | +1,545.2% | +143.0% | +1,402.1% | +1,129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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