+45.3%
LLY vs HDB
-30.1%
+75.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.2% |
| 7D | -4.5% | +13.3% | -17.8% | -7.2% |
| 30D | +13.9% | +13.6% | +0.4% | +10.6% |
| 3M | +13.8% | +5.8% | +8.0% | +12.2% |
| 6M | +37.6% | -1.9% | +39.5% | +38.2% |
| YTD | +26.6% | -31.2% | +57.8% | +43.3% |
| 1Y | +45.3% | -29.6% | +74.9% | +63.5% |
| All | +45.3% | -30.1% | +75.4% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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