+57.3%
LLY vs EEM
+14.8%
+42.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.7% |
| 7D | +10.1% | -3.0% | +13.1% | +9.9% |
| 30D | +24.0% | -10.3% | +34.4% | +23.8% |
| 3M | +27.3% | -6.6% | +33.9% | +27.0% |
| 6M | +47.0% | -3.4% | +50.3% | +43.8% |
| YTD | +32.6% | +13.2% | +19.4% | +21.3% |
| 1Y | +57.3% | +15.0% | +42.3% | +42.2% |
| All | +57.3% | +14.8% | +42.6% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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