+4,523.2%
LLY vs WPM
+5,535.3%
-1,012.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.6% | -1.3% | +3.9% |
| 7D | +0.1% | +20.8% | -20.7% | -1.3% |
| 30D | +19.7% | +3.8% | +15.9% | +19.3% |
| 3M | +19.3% | +7.4% | +11.9% | +18.3% |
| 6M | +49.3% | +4.0% | +45.4% | +48.2% |
| YTD | +32.0% | +23.0% | +9.0% | +29.0% |
| 1Y | +53.7% | +45.9% | +7.8% | +48.3% |
| 3Y | +143.7% | +242.9% | -99.2% | +120.0% |
| 5Y | +463.9% | +259.5% | +204.4% | +403.8% |
| 10Y | +2,006.3% | +577.7% | +1,428.6% | +1,659.8% |
| All | +4,523.2% | +5,535.3% | -1,012.1% | +2,984.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling