+57.3%
LLY vs URI
+33.3%
+24.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +0.9% |
| 7D | +10.1% | -4.3% | +14.4% | +10.4% |
| 30D | +24.0% | +4.6% | +19.4% | +23.6% |
| 3M | +27.3% | -2.1% | +29.4% | +27.4% |
| 6M | +47.0% | +21.9% | +25.0% | +43.4% |
| YTD | +32.6% | +39.7% | -7.1% | +26.0% |
| 1Y | +57.3% | +32.9% | +24.5% | +51.3% |
| All | +57.3% | +33.3% | +24.1% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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