+2,006.3%
LLY vs WWD
+494.7%
+1,511.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.9% | -0.6% | +3.5% |
| 7D | +0.1% | +4.2% | -4.1% | -0.6% |
| 30D | +19.7% | -0.8% | +20.5% | +19.7% |
| 3M | +19.3% | -8.2% | +27.4% | +20.5% |
| 6M | +49.3% | -9.8% | +59.2% | +50.9% |
| YTD | +32.0% | +10.4% | +21.6% | +28.5% |
| 1Y | +53.7% | +25.5% | +28.2% | +46.3% |
| 3Y | +143.7% | +155.8% | -12.0% | +106.6% |
| 5Y | +463.9% | +187.3% | +276.6% | +364.5% |
| 10Y | +2,006.3% | +462.7% | +1,543.6% | +1,436.1% |
| All | +2,006.3% | +494.7% | +1,511.7% | +1,436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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