+41.1%
LLY vs SPOT
-6.6%
+47.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | +4.6% | -2.6% | +7.2% | +4.8% |
| 30D | +22.4% | +13.5% | +8.9% | +21.3% |
| 3M | +17.1% | +22.2% | -5.1% | +15.8% |
| 6M | +44.6% | +38.3% | +6.3% | +43.7% |
| YTD | +33.5% | +3.1% | +30.4% | +29.0% |
| 1Y | +41.1% | -7.6% | +48.7% | +35.0% |
| All | +41.1% | -6.6% | +47.8% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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