+279.7%
WPM vs LII
+6.0%
+273.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.2% | -1.3% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +26.4% | -12.6% | +39.0% | +29.4% |
| 3M | +20.8% | -24.4% | +45.3% | +26.1% |
| 6M | +1.1% | -28.7% | +29.8% | +5.9% |
| YTD | +32.5% | -19.1% | +51.6% | +36.7% |
| 1Y | +51.5% | -29.7% | +81.2% | +58.7% |
| All | +279.7% | +6.0% | +273.7% | +280.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling