+483.3%
LLY vs ASX
+482.2%
+1.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.3% | +1.4% |
| 7D | +6.7% | +12.4% | -5.7% | +5.9% |
| 30D | +19.6% | -19.8% | +39.4% | +20.7% |
| 3M | +19.7% | -10.3% | +30.0% | +19.6% |
| 6M | +42.7% | +1.2% | +41.5% | +39.4% |
| YTD | +35.1% | +123.0% | -87.9% | +19.3% |
| 1Y | +42.2% | +145.4% | -103.3% | +23.8% |
| 3Y | +140.8% | +368.6% | -227.8% | +89.6% |
| All | +483.3% | +482.2% | +1.1% | +337.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling