+482.6%
LLY vs NDAQ
+66.7%
+415.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | +6.6% | +1.3% | +5.3% | +6.2% |
| 30D | +19.4% | +18.0% | +1.5% | +14.0% |
| 3M | +19.6% | +11.5% | +8.0% | +15.8% |
| 6M | +42.6% | +21.1% | +21.5% | +34.6% |
| YTD | +35.0% | +12.8% | +22.2% | +29.9% |
| 1Y | +42.0% | +25.7% | +16.3% | +31.9% |
| 3Y | +140.5% | +116.8% | +23.7% | +88.1% |
| All | +482.6% | +66.7% | +415.9% | +384.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling