+20,705.6%
LLY vs BEN
+4,818.7%
+15,887.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.7% | -5.5% | -1.9% |
| 7D | -4.5% | +6.6% | -11.1% | -6.0% |
| 30D | +13.9% | +3.8% | +10.1% | +12.8% |
| 3M | +13.8% | +0.2% | +13.5% | +13.5% |
| 6M | +37.6% | +10.4% | +27.2% | +33.6% |
| YTD | +26.6% | +46.2% | -19.6% | +14.5% |
| 1Y | +45.3% | +52.3% | -6.9% | +30.1% |
| 3Y | +132.2% | +65.9% | +66.3% | +98.6% |
| 5Y | +434.7% | +20.6% | +414.1% | +382.6% |
| 10Y | +2,084.3% | +64.8% | +2,019.5% | +1,613.0% |
| All | +20,705.6% | +4,818.7% | +15,887.0% | +7,029.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling