+8,077.9%
AMD vs LLY
+2,007.5%
+6,070.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +5.8% | +9.0% | +13.2% |
| 7D | +6.5% | +1.6% | +4.8% | +6.3% |
| 30D | -15.3% | +21.5% | -36.7% | -19.6% |
| 3M | +9.7% | +16.4% | -6.7% | +5.0% |
| 6M | +13.2% | +51.5% | -38.3% | -1.0% |
| YTD | +140.6% | +33.9% | +106.7% | +115.5% |
| 1Y | +111.2% | +49.1% | +62.1% | +81.9% |
| 3Y | +334.4% | +144.6% | +189.8% | +203.8% |
| 5Y | +268.3% | +466.3% | -198.0% | +77.0% |
| 10Y | +8,077.9% | +2,024.1% | +6,053.8% | +2,293.6% |
| All | +8,077.9% | +2,007.5% | +6,070.5% | +2,293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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