+132.2%
LLY vs NU
+40.4%
+91.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.1% |
| 7D | -4.5% | +3.6% | -8.1% | -4.9% |
| 30D | +13.9% | -22.8% | +36.7% | +16.9% |
| 3M | +13.8% | -14.8% | +28.6% | +15.0% |
| 6M | +37.6% | -16.9% | +54.5% | +39.1% |
| YTD | +26.6% | -28.1% | +54.7% | +29.4% |
| 1Y | +45.3% | -24.5% | +69.9% | +47.1% |
| 3Y | +132.2% | +44.8% | +87.5% | +96.0% |
| All | +132.2% | +40.4% | +91.9% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 3y: compounded portfolio wealth divided by compounded NU 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…
3y analysis · Full analysis span regression · 6 months rolling