+42.2%
LLY vs NOK
+14.5%
+27.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.1% |
| 7D | +6.7% | +5.4% | +1.4% | +7.0% |
| 30D | +19.6% | -14.1% | +33.7% | +18.6% |
| 3M | +19.7% | -23.6% | +43.3% | +18.2% |
| 6M | +42.7% | -45.1% | +87.9% | +40.9% |
| YTD | +35.1% | +24.7% | +10.4% | +30.7% |
| 1Y | +42.2% | +19.0% | +23.2% | +36.8% |
| All | +42.2% | +14.5% | +27.7% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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