+41.1%
LLY vs BA
-12.4%
+53.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | +4.6% | -0.6% | +5.1% | +4.7% |
| 30D | +22.4% | -8.0% | +30.4% | +23.4% |
| 3M | +17.1% | -25.8% | +42.9% | +22.3% |
| 6M | +44.6% | -27.6% | +72.2% | +52.1% |
| YTD | +33.5% | -21.0% | +54.4% | +36.4% |
| 1Y | +41.1% | -12.3% | +53.4% | +44.3% |
| All | +41.1% | -12.4% | +53.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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