+2,006.3%
LLY vs EAT
+375.0%
+1,631.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.8% | +4.3% |
| 7D | +0.1% | -3.9% | +4.0% | +0.2% |
| 30D | +19.7% | +5.0% | +14.7% | +19.4% |
| 3M | +19.3% | -9.6% | +28.9% | +19.6% |
| 6M | +49.3% | +46.8% | +2.6% | +46.5% |
| YTD | +32.0% | +41.8% | -9.8% | +29.5% |
| 1Y | +53.7% | +98.3% | -44.6% | +48.7% |
| 3Y | +143.7% | +503.1% | -359.3% | +125.9% |
| 5Y | +463.9% | +356.7% | +107.2% | +422.0% |
| 10Y | +2,006.3% | +349.8% | +1,656.6% | +1,767.8% |
| All | +2,006.3% | +375.0% | +1,631.4% | +1,767.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 10y: compounded portfolio wealth divided by compounded EAT 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…
10y analysis · Full analysis span regression · 6 months rolling