+2,006.3%
LLY vs GRMN
+693.0%
+1,313.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.2% | +2.1% | +3.8% |
| 7D | +0.1% | +6.4% | -6.3% | -1.2% |
| 30D | +19.7% | +8.7% | +11.0% | +17.6% |
| 3M | +19.3% | -5.8% | +25.0% | +20.5% |
| 6M | +49.3% | +22.5% | +26.8% | +41.7% |
| YTD | +32.0% | +45.6% | -13.6% | +19.8% |
| 1Y | +53.7% | +47.5% | +6.3% | +39.0% |
| 3Y | +143.7% | +166.2% | -22.5% | +82.3% |
| 5Y | +463.9% | +124.1% | +339.8% | +339.6% |
| 10Y | +2,006.3% | +668.0% | +1,338.3% | +1,049.7% |
| All | +2,006.3% | +693.0% | +1,313.4% | +1,049.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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