+1,545.2%
LLY vs BN
+259.6%
+1,285.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.5% |
| 7D | -3.1% | -1.2% | -1.9% | -2.8% |
| 30D | -5.1% | -10.9% | +5.8% | -2.2% |
| 3M | -2.1% | -11.1% | +9.0% | +0.8% |
| 6M | +13.8% | -4.4% | +18.2% | +14.6% |
| YTD | +5.1% | -14.1% | +19.2% | +8.4% |
| 1Y | +53.1% | -11.1% | +64.2% | +56.0% |
| 3Y | +95.6% | +75.6% | +20.1% | +64.0% |
| 5Y | +361.5% | +35.8% | +325.7% | +306.9% |
| 10Y | +1,545.2% | +261.6% | +1,283.6% | +910.2% |
| All | +1,545.2% | +259.6% | +1,285.6% | +910.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling