+282.1%
WBD vs LII
+3,188.2%
-2,906.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.4% |
| 7D | +0.5% | -1.0% | +1.5% | +0.9% |
| 30D | -1.6% | +9.0% | -10.6% | -5.7% |
| 3M | -0.9% | -1.4% | +0.4% | -1.5% |
| 6M | +19.6% | +6.5% | +13.1% | +14.2% |
| YTD | -5.9% | +7.7% | -13.6% | -10.5% |
| 1Y | +200.9% | -8.6% | +209.5% | +204.4% |
| 3Y | +101.4% | +90.4% | +11.0% | +43.3% |
| 5Y | -27.8% | +59.0% | -86.9% | -45.3% |
| 10Y | -4.1% | +328.9% | -333.1% | -54.4% |
| All | +282.1% | +3,188.2% | -2,906.0% | -15.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling