+1,549.9%
LLY vs UUUU
+465.5%
+1,084.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.4% |
| 7D | -2.9% | -10.5% | +7.6% | -2.4% |
| 30D | -8.4% | -10.5% | +2.1% | -8.0% |
| 3M | -3.8% | -14.1% | +10.4% | -3.3% |
| 6M | +11.9% | -35.5% | +47.4% | +13.6% |
| YTD | +4.3% | -10.9% | +15.3% | +3.1% |
| 1Y | +48.5% | +3.4% | +45.1% | +43.9% |
| 3Y | +91.2% | +73.1% | +18.1% | +75.1% |
| 5Y | +387.5% | +87.1% | +300.3% | +331.3% |
| All | +1,549.9% | +465.5% | +1,084.4% | +1,070.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling