+2,050.0%
LLY vs ASX
+999.3%
+1,050.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.2% | -0.4% |
| 7D | +1.4% | +0.8% | +0.5% | +1.0% |
| 30D | +21.5% | -20.4% | +42.0% | +23.8% |
| 3M | +18.5% | -2.1% | +20.6% | +17.3% |
| 6M | +49.1% | +8.2% | +40.9% | +43.5% |
| YTD | +34.4% | +137.3% | -102.9% | +14.0% |
| 1Y | +46.3% | +155.0% | -108.7% | +22.6% |
| 3Y | +145.5% | +397.9% | -252.5% | +80.9% |
| 5Y | +472.7% | +529.2% | -56.6% | +297.3% |
| 10Y | +2,050.0% | +1,007.5% | +1,042.4% | +1,151.8% |
| All | +2,050.0% | +999.3% | +1,050.7% | +1,151.8% |
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