+2,053.0%
LLY vs ACN
+147.7%
+1,905.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | +4.6% | -5.7% | +10.3% | +6.2% |
| 30D | +22.4% | +17.0% | +5.3% | +17.0% |
| 3M | +17.1% | +39.9% | -22.7% | +5.8% |
| 6M | +44.6% | +50.2% | -5.6% | +26.0% |
| YTD | +33.5% | -4.2% | +37.6% | +33.3% |
| 1Y | +41.1% | +4.3% | +36.8% | +36.6% |
| 3Y | +143.8% | -17.1% | +160.9% | +150.2% |
| 5Y | +473.4% | -26.5% | +499.8% | +505.9% |
| All | +2,053.0% | +147.7% | +1,905.3% | +1,327.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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