+207.0%
WPM vs LII
+17.0%
+190.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -3.6% | +2.9% | -6.5% | -4.1% |
| 30D | +1.4% | +0.9% | +0.5% | +1.0% |
| 3M | -0.2% | -15.5% | +15.3% | +3.0% |
| 6M | -7.3% | -30.2% | +22.9% | -1.5% |
| YTD | +12.3% | -26.8% | +39.2% | +18.2% |
| 1Y | +24.9% | -25.3% | +50.2% | +31.0% |
| 3Y | +210.4% | -7.8% | +218.1% | +201.5% |
| All | +207.0% | +17.0% | +190.0% | +175.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling