+393.8%
LLY vs BNY
+256.4%
+137.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -3.2% | -1.1% | -2.1% | -3.0% |
| 30D | -7.4% | +1.4% | -8.9% | -7.7% |
| 3M | -1.0% | +16.8% | -17.8% | -3.8% |
| 6M | +12.5% | +42.0% | -29.5% | +5.7% |
| YTD | +5.0% | +41.9% | -36.9% | -1.5% |
| 1Y | +49.8% | +59.2% | -9.4% | +37.5% |
| 3Y | +95.5% | +290.9% | -195.4% | +55.9% |
| All | +393.8% | +256.4% | +137.4% | +290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling