+45.3%
LLY vs URI
+26.0%
+19.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | -4.5% | -9.8% | +5.3% | -3.7% |
| 30D | +13.9% | +1.7% | +12.2% | +13.8% |
| 3M | +13.8% | -9.1% | +22.8% | +14.5% |
| 6M | +37.6% | +9.9% | +27.8% | +35.5% |
| YTD | +26.6% | +31.2% | -4.6% | +20.6% |
| 1Y | +45.3% | +25.9% | +19.4% | +40.0% |
| All | +45.3% | +26.0% | +19.4% | +40.0% |
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