+49.1%
LLY vs AG
+24.7%
+24.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.9% | +7.3% | +1.7% |
| 7D | +1.6% | +6.0% | -4.3% | +1.4% |
| 30D | +21.5% | -13.5% | +35.0% | +22.1% |
| 3M | +16.4% | -20.7% | +37.1% | +17.3% |
| 6M | +51.5% | -31.5% | +83.0% | +53.5% |
| YTD | +33.9% | -10.1% | +44.1% | +37.1% |
| 1Y | +49.1% | +26.0% | +23.1% | +52.4% |
| All | +49.1% | +24.7% | +24.4% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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