+57.3%
LLY vs FE
+6.1%
+51.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +10.1% | +1.7% | +8.4% | +9.9% |
| 30D | +24.0% | +8.1% | +15.9% | +23.8% |
| 3M | +27.3% | -1.3% | +28.6% | +26.8% |
| 6M | +47.0% | +2.9% | +44.1% | +46.4% |
| YTD | +32.6% | +8.6% | +24.0% | +37.3% |
| 1Y | +57.3% | +6.3% | +51.0% | +63.3% |
| All | +57.3% | +6.1% | +51.3% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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