+46.3%
LLY vs INTU
-46.8%
+93.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | +1.4% | -3.9% | +5.3% | +1.7% |
| 30D | +21.5% | +12.0% | +9.6% | +20.6% |
| 3M | +18.5% | +2.3% | +16.1% | +18.3% |
| 6M | +49.1% | -12.1% | +61.2% | +47.5% |
| YTD | +34.4% | -47.5% | +81.9% | +40.6% |
| 1Y | +46.3% | -46.9% | +93.2% | +52.8% |
| All | +46.3% | -46.8% | +93.1% | +52.8% |
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