+57.3%
LLY vs TRI
-22.4%
+79.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | +0.3% |
| 7D | +10.1% | +1.0% | +9.1% | +10.0% |
| 30D | +24.0% | +20.8% | +3.3% | +23.2% |
| 3M | +27.3% | +8.1% | +19.2% | +26.6% |
| 6M | +47.0% | +24.2% | +22.8% | +45.9% |
| YTD | +32.6% | -7.8% | +40.4% | +38.8% |
| 1Y | +57.3% | -16.7% | +74.0% | +65.3% |
| All | +57.3% | -22.4% | +79.8% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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