+42.2%
LLY vs NDAQ
+24.5%
+17.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.4% | +1.3% |
| 7D | +6.7% | +1.3% | +5.5% | +6.5% |
| 30D | +19.6% | +18.0% | +1.6% | +16.8% |
| 3M | +19.7% | +11.5% | +8.2% | +17.7% |
| 6M | +42.7% | +21.1% | +21.7% | +39.1% |
| YTD | +35.1% | +12.8% | +22.3% | +37.7% |
| 1Y | +42.2% | +25.7% | +16.5% | +41.8% |
| All | +42.2% | +24.5% | +17.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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