+57.3%
LLY vs HD
-3.1%
+60.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.5% | -5.9% | -1.5% |
| 7D | +10.1% | +11.9% | -1.9% | +6.0% |
| 30D | +24.0% | +26.4% | -2.4% | +15.2% |
| 3M | +27.3% | +2.8% | +24.5% | +25.6% |
| 6M | +47.0% | +15.5% | +31.5% | +39.8% |
| YTD | +32.6% | +5.5% | +27.0% | +31.7% |
| 1Y | +57.3% | -4.6% | +61.9% | +57.5% |
| All | +57.3% | -3.1% | +60.5% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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