+104.7%
LLY vs NU
+124.7%
-20.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.6% |
| 7D | -2.1% | +7.5% | -9.6% | -3.1% |
| 30D | -1.6% | +6.1% | -7.8% | -2.6% |
| 3M | +2.3% | +26.8% | -24.5% | -1.5% |
| 6M | +14.9% | +2.5% | +12.4% | +13.9% |
| YTD | +7.5% | -8.2% | +15.6% | +7.3% |
| 1Y | +55.7% | +3.4% | +52.3% | +51.7% |
| All | +104.7% | +124.7% | -20.0% | +62.9% |
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