+443.8%
LLY vs PAAS
+71.7%
+372.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -0.8% |
| 7D | -4.5% | +8.4% | -12.9% | -4.8% |
| 30D | +13.9% | -7.2% | +21.1% | +14.2% |
| 3M | +13.8% | -14.0% | +27.8% | +14.3% |
| 6M | +37.6% | -26.8% | +64.4% | +39.0% |
| YTD | +26.6% | -19.8% | +46.4% | +27.1% |
| 1Y | +45.3% | +22.8% | +22.5% | +43.6% |
| 3Y | +132.2% | +183.6% | -51.4% | +120.9% |
| All | +443.8% | +71.7% | +372.1% | +429.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling