+17,561.1%
LLY vs EQT
+3,007.4%
+14,553.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -2.1% | +1.1% | -3.2% | -2.3% |
| 30D | -1.6% | +7.7% | -9.3% | -2.7% |
| 3M | +2.3% | +0.2% | +2.1% | +2.1% |
| 6M | +14.9% | -9.5% | +24.4% | +16.3% |
| YTD | +7.5% | +3.8% | +3.6% | +6.4% |
| 1Y | +55.7% | +7.8% | +47.9% | +53.0% |
| 3Y | +110.6% | +30.1% | +80.5% | +97.4% |
| 5Y | +363.4% | +188.6% | +174.8% | +265.7% |
| 10Y | +1,649.0% | +54.6% | +1,594.4% | +1,291.9% |
| All | +17,561.1% | +3,007.4% | +14,553.7% | +6,563.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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