+2,006.3%
LLY vs HDB
+61.5%
+1,944.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.7% | +1.6% | +3.8% |
| 7D | +0.1% | +13.7% | -13.6% | -2.4% |
| 30D | +19.7% | +15.8% | +3.9% | +16.3% |
| 3M | +19.3% | +9.2% | +10.0% | +17.0% |
| 6M | +49.3% | +3.2% | +46.2% | +47.8% |
| YTD | +32.0% | -29.4% | +61.4% | +40.3% |
| 1Y | +53.7% | -27.9% | +81.6% | +62.7% |
| 3Y | +143.7% | -5.9% | +149.6% | +143.1% |
| 5Y | +463.9% | -23.5% | +487.4% | +476.4% |
| 10Y | +2,006.3% | +61.3% | +1,945.0% | +1,798.6% |
| All | +2,006.3% | +61.5% | +1,944.8% | +1,798.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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