+2,006.3%
LLY vs ACN
+159.3%
+1,847.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.6% | +4.9% |
| 7D | +0.1% | -2.5% | +2.6% | +0.7% |
| 30D | +19.7% | +22.6% | -2.9% | +13.1% |
| 3M | +19.3% | +45.9% | -26.7% | +6.4% |
| 6M | +49.3% | +43.8% | +5.5% | +31.9% |
| YTD | +32.0% | -2.5% | +34.5% | +31.2% |
| 1Y | +53.7% | +6.5% | +47.2% | +47.9% |
| 3Y | +143.7% | -14.2% | +157.9% | +147.4% |
| 5Y | +463.9% | -24.4% | +488.3% | +490.3% |
| 10Y | +2,006.3% | +156.3% | +1,850.0% | +1,291.1% |
| All | +2,006.3% | +159.3% | +1,847.1% | +1,291.1% |
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