+143.7%
LLY vs SPXU
-80.6%
+224.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -7.0% | +11.3% | +2.8% |
| 7D | +0.1% | -1.5% | +1.5% | +0.1% |
| 30D | +19.7% | +9.7% | +10.1% | +22.4% |
| 3M | +19.3% | +8.4% | +10.8% | +21.8% |
| 6M | +49.3% | -5.7% | +55.1% | +48.3% |
| YTD | +32.0% | -25.4% | +57.5% | +24.9% |
| 1Y | +53.7% | -28.9% | +82.6% | +44.2% |
| 3Y | +143.7% | -81.2% | +224.9% | +92.0% |
| All | +143.7% | -80.6% | +224.4% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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