+57.3%
LLY vs BBY
+33.0%
+24.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.0% | -7.4% | -0.6% |
| 7D | +10.1% | +4.5% | +5.5% | +9.2% |
| 30D | +24.0% | +16.0% | +8.1% | +21.3% |
| 3M | +27.3% | +18.6% | +8.7% | +24.1% |
| 6M | +47.0% | +80.1% | -33.1% | +34.7% |
| YTD | +32.6% | +57.4% | -24.8% | +22.1% |
| 1Y | +57.3% | +34.5% | +22.8% | +53.6% |
| All | +57.3% | +33.0% | +24.3% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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