+47.0%
LLY vs TER
+30.8%
+16.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +12.7% | -8.5% | +4.6% |
| 7D | +0.1% | -5.8% | +5.8% | -0.2% |
| 30D | +19.7% | -38.9% | +58.6% | +17.5% |
| 3M | +19.3% | -35.1% | +54.4% | +17.2% |
| 6M | +49.3% | -31.6% | +80.9% | +45.0% |
| YTD | +32.0% | +27.2% | +4.8% | +30.5% |
| All | +47.0% | +30.8% | +16.1% | +45.2% |
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