+372.0%
LLY vs WY
-20.4%
+392.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -2.1% | -1.7% | -0.4% | -1.9% |
| 30D | -1.6% | -10.1% | +8.5% | +0.2% |
| 3M | +2.3% | -5.1% | +7.4% | +3.0% |
| 6M | +14.9% | -4.8% | +19.7% | +15.6% |
| YTD | +7.5% | -0.2% | +7.7% | +6.9% |
| 1Y | +55.7% | -6.6% | +62.3% | +56.7% |
| 3Y | +110.6% | -22.7% | +133.3% | +116.4% |
| All | +372.0% | -20.4% | +392.3% | +381.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 5y: compounded portfolio wealth divided by compounded WY 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…
5y analysis · Full analysis span regression · 6 months rolling