+42.2%
LLY vs INTU
-47.1%
+89.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.2% |
| 7D | +6.7% | +0.1% | +6.7% | +6.7% |
| 30D | +19.6% | +10.1% | +9.5% | +18.7% |
| 3M | +19.7% | -4.2% | +23.9% | +19.8% |
| 6M | +42.7% | -7.2% | +50.0% | +40.9% |
| YTD | +35.1% | -47.7% | +82.8% | +40.5% |
| 1Y | +42.2% | -46.7% | +88.9% | +47.6% |
| All | +42.2% | -47.1% | +89.3% | +47.6% |
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 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