+4.3%
WMT vs LII
-33.3%
+37.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | 0.0% |
| 7D | -0.2% | +0.5% | -0.7% | -0.3% |
| 30D | -5.8% | -11.2% | +5.4% | -5.1% |
| 3M | -10.8% | -28.8% | +18.0% | -9.4% |
| 6M | -14.3% | -26.9% | +12.6% | -13.7% |
| YTD | -4.4% | -22.2% | +17.8% | -3.7% |
| 1Y | +4.3% | -32.0% | +36.3% | +4.6% |
| All | +4.3% | -33.3% | +37.7% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling