+57.3%
LLY vs U
+17.5%
+39.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.3% | +0.7% |
| 7D | +10.1% | +7.5% | +2.6% | +10.2% |
| 30D | +24.0% | -7.0% | +31.1% | +24.0% |
| 3M | +27.3% | +20.6% | +6.7% | +27.2% |
| 6M | +47.0% | +53.2% | -6.2% | +46.8% |
| YTD | +32.6% | -3.9% | +36.5% | +35.5% |
| 1Y | +57.3% | +18.4% | +39.0% | +56.9% |
| All | +57.3% | +17.5% | +39.8% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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