+42.1%
LLY vs ASX
+152.5%
-110.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.2% | +0.7% |
| 7D | +1.4% | +0.8% | +0.5% | +1.4% |
| 30D | +21.5% | -20.4% | +42.0% | +19.3% |
| 3M | +18.5% | -2.1% | +20.6% | +18.4% |
| 6M | +49.1% | +8.2% | +40.9% | +49.2% |
| YTD | +34.4% | +137.3% | -102.9% | +46.9% |
| All | +42.1% | +152.5% | -110.4% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling