+2,006.3%
LLY vs GEN
+166.9%
+1,839.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.2% | +4.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +19.7% | +28.2% | -8.4% | +16.7% |
| 3M | +19.3% | +2.6% | +16.6% | +18.5% |
| 6M | +49.3% | +32.7% | +16.7% | +44.1% |
| YTD | +32.0% | +11.3% | +20.8% | +29.5% |
| 1Y | +53.7% | +17.9% | +35.8% | +49.8% |
| 3Y | +143.7% | +66.3% | +77.4% | +128.2% |
| 5Y | +463.9% | +31.7% | +432.2% | +435.9% |
| 10Y | +2,006.3% | +150.0% | +1,856.3% | +1,689.8% |
| All | +2,006.3% | +166.9% | +1,839.5% | +1,689.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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