+57.3%
LLY vs TER
+42.7%
+14.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.8% | +7.4% | +0.3% |
| 7D | +10.1% | -19.9% | +29.9% | +9.1% |
| 30D | +24.0% | -43.5% | +67.6% | +21.9% |
| 3M | +27.3% | -37.8% | +65.1% | +25.4% |
| 6M | +47.0% | -25.6% | +72.5% | +42.2% |
| YTD | +32.6% | +29.8% | +2.8% | +29.3% |
| 1Y | +57.3% | +43.2% | +14.2% | +52.7% |
| All | +57.3% | +42.7% | +14.7% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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