+412.6%
WDC vs LLY
+55.0%
+357.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.4% | +1.9% |
| 7D | +6.0% | -3.1% | +9.1% | +5.7% |
| 30D | +9.9% | -5.1% | +15.0% | +9.3% |
| 3M | -9.4% | -2.1% | -7.3% | -10.2% |
| 6M | +94.7% | +13.8% | +80.9% | +84.4% |
| YTD | +177.4% | +5.1% | +172.3% | +170.6% |
| 1Y | +412.6% | +53.1% | +359.5% | +297.9% |
| All | +412.6% | +55.0% | +357.6% | +297.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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