+132.2%
LLY vs GEN
+79.4%
+52.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | -0.5% |
| 7D | -4.5% | +2.3% | -6.7% | -4.7% |
| 30D | +13.9% | +33.1% | -19.1% | +10.8% |
| 3M | +13.8% | +6.5% | +7.3% | +12.5% |
| 6M | +37.6% | +53.8% | -16.2% | +30.0% |
| YTD | +26.6% | +11.2% | +15.4% | +24.8% |
| 1Y | +45.3% | +19.4% | +26.0% | +41.8% |
| 3Y | +132.2% | +81.0% | +51.2% | +121.0% |
| All | +132.2% | +79.4% | +52.8% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling