+2,050.0%
LLY vs AMC
-98.7%
+2,148.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +1.4% | -2.8% | +4.2% | +1.4% |
| 30D | +21.5% | +14.0% | +7.5% | +21.5% |
| 3M | +18.5% | +42.5% | -24.0% | +18.4% |
| 6M | +49.1% | +142.6% | -93.4% | +48.9% |
| YTD | +34.4% | +119.2% | -84.8% | +34.2% |
| 1Y | +46.3% | +40.7% | +5.6% | +46.2% |
| 3Y | +145.5% | -57.3% | +202.8% | +145.3% |
| 5Y | +472.7% | -99.1% | +571.8% | +470.9% |
| 10Y | +2,050.0% | -98.7% | +2,148.7% | +2,017.6% |
| All | +2,050.0% | -98.7% | +2,148.6% | +2,017.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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