+144.6%
LLY vs ASX
+381.9%
-237.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.8% | +1.3% |
| 7D | +1.6% | -9.1% | +10.8% | +1.9% |
| 30D | +21.5% | -23.6% | +45.0% | +22.4% |
| 3M | +16.4% | -5.6% | +22.0% | +15.7% |
| 6M | +51.5% | +4.7% | +46.8% | +47.0% |
| YTD | +33.9% | +122.6% | -88.7% | +16.1% |
| 1Y | +49.1% | +133.0% | -83.9% | +28.1% |
| 3Y | +144.6% | +367.1% | -222.5% | +88.8% |
| All | +144.6% | +381.9% | -237.2% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling