+473.4%
LLY vs UUUU
-39.3%
+512.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +2.9% | -0.6% |
| 7D | +4.6% | +1.4% | +3.2% | +4.5% |
| 30D | +22.4% | -27.9% | +50.3% | +23.5% |
| 3M | +17.1% | -53.8% | +71.0% | +19.9% |
| 6M | +44.6% | -68.1% | +112.8% | +50.0% |
| YTD | +33.5% | -54.1% | +87.5% | +34.6% |
| 1Y | +41.1% | -57.8% | +98.9% | +42.6% |
| 3Y | +143.8% | -15.4% | +159.2% | +126.9% |
| 5Y | +473.4% | -39.2% | +512.6% | +413.4% |
| All | +473.4% | -39.3% | +512.6% | +413.4% |
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