+41.1%
LLY vs EAT
+84.8%
-43.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.6% |
| 7D | +4.6% | -7.1% | +11.7% | +5.1% |
| 30D | +22.4% | -2.3% | +24.7% | +22.4% |
| 3M | +17.1% | -19.6% | +36.8% | +19.0% |
| 6M | +44.6% | +46.0% | -1.4% | +38.8% |
| YTD | +33.5% | +37.7% | -4.2% | +28.4% |
| 1Y | +41.1% | +73.8% | -32.7% | +27.4% |
| All | +41.1% | +84.8% | -43.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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