+4,333.4%
LLY vs WPM
+5,236.6%
-903.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.9% | -3.7% | -1.0% |
| 7D | -4.5% | +16.9% | -21.4% | -5.6% |
| 30D | +13.9% | +2.0% | +11.9% | +13.6% |
| 3M | +13.8% | +8.9% | +4.8% | +12.7% |
| 6M | +37.6% | +1.6% | +36.0% | +36.7% |
| YTD | +26.6% | +16.5% | +10.1% | +24.2% |
| 1Y | +45.3% | +42.2% | +3.1% | +40.4% |
| 3Y | +132.2% | +213.3% | -81.1% | +110.9% |
| 5Y | +434.7% | +249.9% | +184.7% | +378.6% |
| 10Y | +2,084.3% | +549.4% | +1,534.9% | +1,730.4% |
| All | +4,333.4% | +5,236.6% | -903.1% | +2,868.8% |
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