+2,006.3%
LLY vs BEN
+70.4%
+1,935.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.3% | -2.1% | +3.0% |
| 7D | +0.1% | +12.2% | -12.1% | -2.2% |
| 30D | +19.7% | +12.1% | +7.6% | +17.0% |
| 3M | +19.3% | +7.3% | +11.9% | +17.5% |
| 6M | +49.3% | +17.9% | +31.5% | +44.0% |
| YTD | +32.0% | +55.4% | -23.4% | +20.2% |
| 1Y | +53.7% | +69.3% | -15.6% | +37.5% |
| 3Y | +143.7% | +82.8% | +60.9% | +109.9% |
| 5Y | +463.9% | +28.8% | +435.1% | +414.8% |
| 10Y | +2,006.3% | +53.9% | +1,952.5% | +1,586.7% |
| All | +2,006.3% | +70.4% | +1,935.9% | +1,586.7% |
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