+15,573.8%
WDC vs LII
+3,124.4%
+12,449.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.2% | +4.7% | +5.4% |
| 7D | +1.7% | -0.7% | +2.5% | +2.0% |
| 30D | -10.0% | -12.6% | +2.6% | -4.6% |
| 3M | -18.8% | -24.4% | +5.7% | -9.8% |
| 6M | +79.0% | -28.7% | +107.7% | +104.1% |
| YTD | +171.6% | -19.1% | +190.7% | +191.4% |
| 1Y | +417.4% | -29.7% | +447.1% | +486.3% |
| 3Y | +1,251.8% | +4.8% | +1,247.0% | +1,157.1% |
| 5Y | +911.7% | +24.6% | +887.1% | +757.0% |
| 10Y | +1,399.6% | +169.2% | +1,230.4% | +803.4% |
| All | +15,573.8% | +3,124.4% | +12,449.5% | +2,351.4% |
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