+1,580.3%
LLY vs BEN
+53.7%
+1,526.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.3% |
| 7D | -3.1% | +3.4% | -6.5% | -3.8% |
| 30D | -8.6% | +1.8% | -10.4% | -9.0% |
| 3M | -1.6% | +8.4% | -10.0% | -3.5% |
| 6M | +11.8% | +35.6% | -23.8% | +4.6% |
| YTD | +5.1% | +46.4% | -41.2% | -3.3% |
| 1Y | +50.7% | +46.3% | +4.4% | +38.4% |
| 3Y | +95.7% | +54.6% | +41.1% | +74.0% |
| 5Y | +390.2% | +39.4% | +350.8% | +333.7% |
| 10Y | +1,580.3% | +57.6% | +1,522.7% | +1,172.1% |
| All | +1,580.3% | +53.7% | +1,526.6% | +1,172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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