+47.0%
LLY vs DAR
+60.0%
-13.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.7% | -0.4% | +4.7% |
| 7D | +0.1% | -2.8% | +2.8% | -0.4% |
| 30D | +19.7% | -12.8% | +32.6% | +17.7% |
| 3M | +19.3% | -11.6% | +30.8% | +17.3% |
| 6M | +49.3% | -16.8% | +66.1% | +47.3% |
| YTD | +32.0% | +45.9% | -13.9% | +23.6% |
| All | +47.0% | +60.0% | -13.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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