+1,610.3%
LLY vs INTU
+223.2%
+1,387.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.1% |
| 7D | -2.1% | -7.1% | +4.9% | -0.5% |
| 30D | -1.6% | +1.5% | -3.1% | -2.1% |
| 3M | +2.3% | +10.7% | -8.4% | -0.5% |
| 6M | +14.9% | -23.8% | +38.7% | +19.9% |
| YTD | +7.5% | -49.3% | +56.8% | +24.4% |
| 1Y | +55.7% | -49.7% | +105.3% | +80.0% |
| 3Y | +110.6% | -38.0% | +148.6% | +126.4% |
| 5Y | +363.4% | -38.7% | +402.2% | +382.5% |
| All | +1,610.3% | +223.2% | +1,387.1% | +936.1% |
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