+57.3%
LLY vs UUUU
-55.1%
+112.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.6% |
| 7D | +10.1% | -14.4% | +24.5% | +9.6% |
| 30D | +24.0% | -33.6% | +57.7% | +22.9% |
| 3M | +27.3% | -44.2% | +71.4% | +25.8% |
| 6M | +47.0% | -66.8% | +113.7% | +45.1% |
| YTD | +32.6% | -50.6% | +83.2% | +29.8% |
| 1Y | +57.3% | -57.8% | +115.1% | +54.7% |
| All | +57.3% | -55.1% | +112.5% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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