+17,561.1%
LLY vs BEN
+4,913.3%
+12,647.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.7% |
| 7D | -2.1% | +0.2% | -2.4% | -2.2% |
| 30D | -1.6% | -0.5% | -1.1% | -1.6% |
| 3M | +2.3% | +9.7% | -7.4% | -0.3% |
| 6M | +14.9% | +33.9% | -19.0% | +6.4% |
| YTD | +7.5% | +49.0% | -41.5% | -3.1% |
| 1Y | +55.7% | +42.1% | +13.6% | +41.7% |
| 3Y | +110.6% | +51.9% | +58.7% | +84.1% |
| 5Y | +363.4% | +39.0% | +324.4% | +301.9% |
| 10Y | +1,649.0% | +57.9% | +1,591.1% | +1,287.4% |
| All | +17,561.1% | +4,913.3% | +12,647.8% | +5,931.1% |
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 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