+2,006.3%
LLY vs NDAQ
+484.3%
+1,522.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.8% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +19.7% | +15.9% | +3.9% | +13.3% |
| 3M | +19.3% | +15.1% | +4.2% | +12.9% |
| 6M | +49.3% | +22.9% | +26.5% | +37.2% |
| YTD | +32.0% | +12.8% | +19.2% | +24.7% |
| 1Y | +53.7% | +26.0% | +27.7% | +38.7% |
| 3Y | +143.7% | +119.7% | +24.1% | +73.0% |
| 5Y | +463.9% | +65.4% | +398.5% | +342.9% |
| 10Y | +2,006.3% | +469.3% | +1,537.1% | +822.6% |
| All | +2,006.3% | +484.3% | +1,522.1% | +822.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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