+298.2%
WBD vs LII
+2,369.5%
-2,071.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.9% |
| 7D | -1.8% | -0.7% | -1.1% | -1.6% |
| 30D | +8.8% | -12.6% | +21.4% | +14.9% |
| 3M | +4.6% | -24.4% | +29.1% | +15.3% |
| 6M | +1.1% | -28.7% | +29.8% | +12.9% |
| YTD | -2.0% | -19.1% | +17.2% | +2.9% |
| 1Y | +140.0% | -29.7% | +169.7% | +166.1% |
| 3Y | +144.4% | +4.8% | +139.6% | +121.7% |
| 5Y | -0.2% | +24.6% | -24.8% | -17.7% |
| 10Y | +9.1% | +169.2% | -160.1% | -38.2% |
| All | +298.2% | +2,369.5% | -2,071.3% | -2.6% |
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 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