+57.3%
LLY vs IP
+2.3%
+55.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | +10.1% | +3.4% | +6.7% | +9.7% |
| 30D | +24.0% | +11.2% | +12.8% | +23.0% |
| 3M | +27.3% | -14.8% | +42.1% | +28.2% |
| 6M | +47.0% | +17.3% | +29.7% | +45.0% |
| YTD | +32.6% | -6.2% | +38.8% | +34.1% |
| 1Y | +57.3% | +2.3% | +55.0% | +57.8% |
| All | +57.3% | +2.3% | +55.1% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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