+443.8%
LLY vs NDAQ
+60.8%
+383.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -4.5% | +0.8% | -5.3% | -4.7% |
| 30D | +13.9% | +16.5% | -2.6% | +9.1% |
| 3M | +13.8% | +13.5% | +0.3% | +9.7% |
| 6M | +37.6% | +20.9% | +16.7% | +29.9% |
| YTD | +26.6% | +11.4% | +15.2% | +22.3% |
| 1Y | +45.3% | +25.9% | +19.4% | +34.9% |
| 3Y | +132.2% | +119.9% | +12.4% | +81.1% |
| All | +443.8% | +60.8% | +383.1% | +350.4% |
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