+5,202.4%
WPM vs LII
+2,088.3%
+3,114.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +3.5% |
| 7D | +16.9% | -0.6% | +17.5% | +17.2% |
| 30D | +2.0% | -4.6% | +6.6% | +3.0% |
| 3M | +8.9% | -21.2% | +30.2% | +16.6% |
| 6M | +1.6% | -36.4% | +38.0% | +14.7% |
| YTD | +16.5% | -28.9% | +45.4% | +26.7% |
| 1Y | +42.2% | -29.5% | +71.7% | +54.9% |
| 3Y | +213.3% | -8.6% | +221.9% | +201.7% |
| 5Y | +249.9% | +20.2% | +229.7% | +198.6% |
| 10Y | +549.4% | +166.2% | +383.1% | +282.8% |
| All | +5,202.4% | +2,088.3% | +3,114.1% | +1,192.0% |
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