+473.4%
LLY vs BUD
+50.1%
+423.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | +4.6% | -1.6% | +6.2% | +4.9% |
| 30D | +22.4% | +6.7% | +15.7% | +21.0% |
| 3M | +17.1% | +5.9% | +11.2% | +15.9% |
| 6M | +44.6% | +5.1% | +39.6% | +43.2% |
| YTD | +33.5% | +32.9% | +0.6% | +27.7% |
| 1Y | +41.1% | +31.8% | +9.3% | +35.1% |
| 3Y | +143.8% | +47.4% | +96.4% | +128.6% |
| 5Y | +473.4% | +50.8% | +422.5% | +421.9% |
| All | +473.4% | +50.1% | +423.2% | +421.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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