+2,006.3%
LLY vs MSCI
+799.4%
+1,207.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.4% | +4.1% |
| 7D | +0.1% | +1.5% | -1.4% | -0.3% |
| 30D | +19.7% | +14.4% | +5.3% | +16.3% |
| 3M | +19.3% | +15.2% | +4.1% | +15.5% |
| 6M | +49.3% | +11.2% | +38.1% | +45.1% |
| YTD | +32.0% | +13.9% | +18.1% | +26.9% |
| 1Y | +53.7% | +12.5% | +41.2% | +48.2% |
| 3Y | +143.7% | +32.3% | +111.5% | +122.5% |
| 5Y | +463.9% | +4.9% | +459.0% | +431.9% |
| 10Y | +2,006.3% | +779.7% | +1,226.6% | +1,043.4% |
| All | +2,006.3% | +799.4% | +1,207.0% | +1,043.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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