+45.3%
LLY vs WM
+20.0%
+25.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.1% |
| 7D | -4.5% | +1.2% | -5.7% | -4.9% |
| 30D | +13.9% | +13.1% | +0.8% | +9.6% |
| 3M | +13.8% | +3.6% | +10.1% | +11.8% |
| 6M | +37.6% | +8.1% | +29.5% | +34.4% |
| YTD | +26.6% | +8.9% | +17.7% | +23.6% |
| 1Y | +45.3% | +20.3% | +25.0% | +35.9% |
| All | +45.3% | +20.0% | +25.3% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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