+2,050.0%
LLY vs GEN
+156.5%
+1,893.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.1% |
| 7D | +1.4% | -0.8% | +2.2% | +1.4% |
| 30D | +21.5% | +31.2% | -9.7% | +18.1% |
| 3M | +18.5% | +6.1% | +12.4% | +17.3% |
| 6M | +49.1% | +38.1% | +11.0% | +43.3% |
| YTD | +34.4% | +14.4% | +20.0% | +31.4% |
| 1Y | +46.3% | +15.1% | +31.2% | +42.9% |
| 3Y | +145.5% | +68.5% | +76.9% | +129.5% |
| 5Y | +472.7% | +35.8% | +436.9% | +442.4% |
| 10Y | +2,050.0% | +155.4% | +1,894.5% | +1,728.1% |
| All | +2,050.0% | +156.5% | +1,893.4% | +1,728.1% |
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