+50.7%
LLY vs WPM
+47.7%
+3.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | -0.1% |
| 7D | -3.1% | +3.9% | -7.0% | -3.5% |
| 30D | -8.6% | +17.7% | -26.3% | -10.1% |
| 3M | -1.6% | +39.4% | -41.1% | -4.9% |
| 6M | +11.8% | +6.4% | +5.4% | +10.5% |
| YTD | +5.1% | +34.0% | -28.9% | +2.2% |
| 1Y | +50.7% | +50.5% | +0.2% | +48.1% |
| All | +50.7% | +47.7% | +3.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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