+132.2%
LLY vs BEN
+63.5%
+68.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.7% | -5.5% | -1.3% |
| 7D | -4.5% | +6.6% | -11.1% | -5.2% |
| 30D | +13.9% | +3.8% | +10.1% | +13.4% |
| 3M | +13.8% | +0.2% | +13.5% | +13.6% |
| 6M | +37.6% | +10.4% | +27.2% | +35.5% |
| YTD | +26.6% | +46.2% | -19.6% | +20.3% |
| 1Y | +45.3% | +52.3% | -6.9% | +37.5% |
| 3Y | +132.2% | +65.9% | +66.3% | +110.4% |
| All | +132.2% | +63.5% | +68.7% | +110.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling