+1,610.3%
LLY vs ASX
+856.9%
+753.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.1% | -0.7% | -1.4% | -2.1% |
| 30D | -1.6% | +2.0% | -3.6% | -2.0% |
| 3M | +2.3% | -1.3% | +3.6% | +1.1% |
| 6M | +14.9% | +71.4% | -56.5% | +4.1% |
| YTD | +7.5% | +135.3% | -127.9% | -7.8% |
| 1Y | +55.7% | +267.5% | -211.8% | +23.6% |
| 3Y | +110.6% | +388.5% | -277.9% | +56.9% |
| 5Y | +363.4% | +417.1% | -53.7% | +235.3% |
| All | +1,610.3% | +856.9% | +753.4% | +945.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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