+2,043.2%
LLY vs INTU
+247.3%
+1,795.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | +0.1% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | +13.9% | +15.4% | -1.5% | +10.1% |
| 3M | +13.8% | +6.6% | +7.2% | +11.7% |
| 6M | +37.6% | -11.3% | +48.9% | +38.9% |
| YTD | +26.6% | -47.7% | +74.3% | +45.2% |
| 1Y | +45.3% | -47.0% | +92.4% | +65.8% |
| 3Y | +132.2% | -29.9% | +162.2% | +141.1% |
| 5Y | +434.7% | -42.2% | +476.9% | +469.6% |
| All | +2,043.2% | +247.3% | +1,795.9% | +1,179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling