+57.3%
LLY vs RVTY
+74.0%
-16.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +1.1% |
| 7D | +10.1% | -3.6% | +13.6% | +10.7% |
| 30D | +24.0% | +1.4% | +22.7% | +23.4% |
| 3M | +27.3% | +43.2% | -15.9% | +16.9% |
| 6M | +47.0% | +84.5% | -37.5% | +25.6% |
| YTD | +32.6% | +65.2% | -32.6% | +16.0% |
| 1Y | +57.3% | +74.3% | -17.0% | +34.2% |
| All | +57.3% | +74.0% | -16.6% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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