+2,006.3%
LLY vs ASX
+849.3%
+1,157.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.6% | -4.4% | +3.3% |
| 7D | +0.1% | -12.3% | +12.3% | +1.2% |
| 30D | +19.7% | -26.0% | +45.7% | +22.9% |
| 3M | +19.3% | -8.1% | +27.4% | +18.9% |
| 6M | +49.3% | +1.4% | +47.9% | +44.7% |
| YTD | +32.0% | +115.6% | -83.5% | +13.3% |
| 1Y | +53.7% | +128.0% | -74.3% | +30.5% |
| 3Y | +143.7% | +371.4% | -227.6% | +80.4% |
| 5Y | +463.9% | +469.4% | -5.5% | +295.7% |
| 10Y | +2,006.3% | +842.6% | +1,163.7% | +1,151.6% |
| All | +2,006.3% | +849.3% | +1,157.0% | +1,151.6% |
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