+3,454.3%
LLY vs WU
-19.6%
+3,473.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -2.1% | -0.8% | -1.3% | -2.0% |
| 30D | -1.6% | -1.1% | -0.5% | -1.4% |
| 3M | +2.3% | -3.9% | +6.1% | +2.3% |
| 6M | +14.9% | -20.7% | +35.5% | +20.2% |
| YTD | +7.5% | -18.4% | +25.8% | +11.4% |
| 1Y | +55.7% | -8.1% | +63.7% | +55.6% |
| 3Y | +110.6% | -24.2% | +134.8% | +117.4% |
| 5Y | +363.4% | -50.4% | +413.9% | +425.3% |
| 10Y | +1,649.0% | -40.0% | +1,689.0% | +1,710.2% |
| All | +3,454.3% | -19.6% | +3,473.9% | +2,933.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling