+473.4%
LLY vs ASX
+503.8%
-30.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.4% |
| 7D | +4.6% | +22.1% | -17.5% | +3.3% |
| 30D | +22.4% | -23.8% | +46.1% | +23.9% |
| 3M | +17.1% | -7.6% | +24.7% | +16.8% |
| 6M | +44.6% | +6.9% | +37.7% | +40.6% |
| YTD | +33.5% | +127.7% | -94.2% | +17.7% |
| 1Y | +41.1% | +144.5% | -103.4% | +23.1% |
| 3Y | +143.8% | +377.8% | -234.0% | +91.7% |
| 5Y | +473.4% | +498.2% | -24.9% | +329.7% |
| All | +473.4% | +503.8% | -30.4% | +329.7% |
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