+2,024.1%
LLY vs WU
-35.7%
+2,059.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +1.2% |
| 7D | +1.6% | +11.0% | -9.4% | -0.5% |
| 30D | +21.5% | +13.4% | +8.1% | +18.5% |
| 3M | +16.4% | +2.2% | +14.2% | +15.6% |
| 6M | +51.5% | -18.2% | +69.7% | +56.1% |
| YTD | +33.9% | -18.3% | +52.2% | +37.7% |
| 1Y | +49.1% | -12.2% | +61.3% | +50.8% |
| 3Y | +144.6% | -20.8% | +165.4% | +148.1% |
| 5Y | +466.3% | -42.6% | +508.9% | +511.7% |
| 10Y | +2,024.1% | -35.5% | +2,059.6% | +2,055.7% |
| All | +2,024.1% | -35.7% | +2,059.8% | +2,055.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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