+47.0%
LLY vs INTU
-47.2%
+94.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +4.4% |
| 7D | +0.1% | -3.9% | +4.0% | +0.4% |
| 30D | +19.7% | +11.7% | +8.0% | +18.8% |
| 3M | +19.3% | +4.5% | +14.8% | +19.0% |
| 6M | +49.3% | -13.9% | +63.2% | +47.9% |
| YTD | +32.0% | -48.2% | +80.2% | +38.7% |
| All | +47.0% | -47.2% | +94.2% | +54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling