+127.7%
WBD vs LII
-33.3%
+161.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.6% |
| 7D | -1.7% | +0.5% | -2.2% | -1.7% |
| 30D | +3.9% | -11.2% | +15.1% | +4.7% |
| 3M | +5.1% | -28.8% | +33.9% | +7.5% |
| 6M | +0.6% | -26.9% | +27.5% | +2.6% |
| YTD | -3.2% | -22.2% | +19.0% | -2.0% |
| 1Y | +127.7% | -32.0% | +159.6% | +133.6% |
| All | +127.7% | -33.3% | +161.0% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling