+17,170.1%
LLY vs BNY
+8,076.8%
+9,093.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.9% |
| 7D | -3.1% | +1.5% | -4.6% | -3.5% |
| 30D | -5.1% | +3.3% | -8.4% | -5.9% |
| 3M | -2.1% | +15.3% | -17.4% | -5.6% |
| 6M | +13.8% | +42.5% | -28.6% | +4.1% |
| YTD | +5.1% | +42.0% | -36.9% | -4.0% |
| 1Y | +53.1% | +59.3% | -6.2% | +35.8% |
| 3Y | +95.6% | +291.2% | -195.6% | +38.0% |
| 5Y | +361.5% | +252.1% | +109.5% | +227.5% |
| 10Y | +1,545.2% | +407.1% | +1,138.1% | +923.6% |
| All | +17,170.1% | +8,076.8% | +9,093.3% | +4,653.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling