+412.6%
WDC vs LII
-32.7%
+445.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.6% |
| 7D | +6.0% | +2.1% | +3.9% | +5.2% |
| 30D | +9.9% | -12.4% | +22.3% | +14.8% |
| 3M | -9.4% | -24.8% | +15.4% | -1.4% |
| 6M | +94.7% | -25.2% | +119.9% | +109.2% |
| YTD | +177.4% | -20.3% | +197.6% | +191.6% |
| 1Y | +412.6% | -32.9% | +445.5% | +466.8% |
| All | +412.6% | -32.7% | +445.3% | +466.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling