+390.2%
LLY vs UUUU
+132.1%
+258.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -3.1% | +1.8% | -4.9% | -3.2% |
| 30D | -8.6% | +1.8% | -10.4% | -8.7% |
| 3M | -1.6% | +1.3% | -2.9% | -1.9% |
| 6M | +11.8% | -26.8% | +38.6% | +12.7% |
| YTD | +5.1% | +0.1% | +5.0% | +3.5% |
| 1Y | +50.7% | +11.2% | +39.5% | +45.7% |
| 3Y | +95.7% | +97.7% | -2.0% | +77.3% |
| 5Y | +390.2% | +127.3% | +262.8% | +328.6% |
| All | +390.2% | +132.1% | +258.1% | +328.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling