+42.2%
LLY vs FRSH
+5.5%
+36.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +6.7% | +4.6% | +2.1% | +6.5% |
| 30D | +19.6% | -7.5% | +27.0% | +19.9% |
| 3M | +19.7% | -0.1% | +19.8% | +19.5% |
| 6M | +42.7% | +54.5% | -11.8% | +39.5% |
| YTD | +35.1% | +3.4% | +31.7% | +39.7% |
| 1Y | +42.2% | +6.4% | +35.8% | +44.7% |
| All | +42.2% | +5.5% | +36.7% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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