+4,266.3%
LLY vs WU
-20.5%
+4,286.8%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | +0.1% | +9.1% | -9.0% | -2.2% |
| 30D | +19.7% | +12.1% | +7.6% | +16.2% |
| 3M | +19.3% | +0.3% | +18.9% | +18.7% |
| 6M | +49.3% | -19.1% | +68.5% | +55.3% |
| YTD | +32.0% | -19.2% | +51.2% | +36.8% |
| 1Y | +53.7% | -15.3% | +69.0% | +57.1% |
| 3Y | +143.7% | -21.3% | +165.1% | +148.7% |
| 5Y | +463.9% | -41.7% | +505.6% | +510.0% |
| 10Y | +2,006.3% | -36.0% | +2,042.3% | +2,034.9% |
| All | +4,266.3% | -20.5% | +4,286.8% | +3,624.7% |
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 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