+92.6%
LLY vs UUUU
+97.0%
-4.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.3% | -2.2% |
| 7D | -3.1% | +2.8% | -5.9% | -3.1% |
| 30D | -5.1% | +3.4% | -8.5% | -5.1% |
| 3M | -2.1% | -3.9% | +1.8% | -2.0% |
| 6M | +13.8% | -23.2% | +37.0% | +14.4% |
| YTD | +5.1% | +0.6% | +4.5% | +4.0% |
| 1Y | +53.1% | +22.9% | +30.3% | +48.1% |
| All | +92.6% | +97.0% | -4.4% | +74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling