+20,705.6%
LLY vs GEN
+8,588.0%
+12,117.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | -0.6% |
| 7D | -4.5% | +2.3% | -6.7% | -4.7% |
| 30D | +13.9% | +33.1% | -19.1% | +11.2% |
| 3M | +13.8% | +6.5% | +7.3% | +12.8% |
| 6M | +37.6% | +53.8% | -16.2% | +31.9% |
| YTD | +26.6% | +11.2% | +15.4% | +24.6% |
| 1Y | +45.3% | +19.4% | +26.0% | +42.1% |
| 3Y | +132.2% | +81.0% | +51.2% | +118.1% |
| 5Y | +434.7% | +33.4% | +401.2% | +411.1% |
| 10Y | +2,084.3% | +164.3% | +1,920.0% | +1,828.8% |
| All | +20,705.6% | +8,588.0% | +12,117.6% | +10,904.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling