+140.8%
LLY vs PAAS
+195.7%
-54.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.3% |
| 7D | +6.7% | -8.9% | +15.7% | +7.1% |
| 30D | +19.6% | -11.4% | +31.0% | +20.0% |
| 3M | +19.7% | -20.4% | +40.2% | +20.6% |
| 6M | +42.7% | -40.7% | +83.4% | +45.4% |
| YTD | +35.1% | -26.9% | +62.1% | +36.3% |
| 1Y | +42.2% | -3.1% | +45.3% | +41.9% |
| 3Y | +140.8% | +199.3% | -58.5% | +136.2% |
| All | +140.8% | +195.7% | -54.9% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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