+4,586.0%
LLY vs UUUU
-96.3%
+4,682.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.7% |
| 6M | +44.6% | -68.1% | +112.8% | +49.2% |
| YTD | +33.5% | -54.1% | +87.5% | +35.2% |
| 1Y | +41.1% | -57.8% | +98.9% | +43.2% |
| 3Y | +143.8% | -15.4% | +159.2% | +137.4% |
| 5Y | +473.4% | -39.2% | +512.6% | +456.4% |
| 10Y | +2,035.0% | +370.4% | +1,664.6% | +1,778.0% |
| All | +4,586.0% | -96.3% | +4,682.3% | +4,064.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling