+1,610.3%
LLY vs GEN
+158.5%
+1,451.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | -2.1% | -1.2% | -1.0% | -2.0% |
| 30D | -1.6% | +10.1% | -11.8% | -2.6% |
| 3M | +2.3% | +16.1% | -13.8% | +0.6% |
| 6M | +14.9% | +38.9% | -24.0% | +10.4% |
| YTD | +7.5% | +14.4% | -7.0% | +5.4% |
| 1Y | +55.7% | +5.9% | +49.8% | +54.0% |
| 3Y | +110.6% | +58.8% | +51.8% | +98.5% |
| 5Y | +363.4% | +24.7% | +338.8% | +344.2% |
| All | +1,610.3% | +158.5% | +1,451.8% | +1,357.5% |
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