+2,049.9%
LLY vs NI
+191.1%
+1,858.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.2% | +0.1% |
| 7D | +1.4% | +0.6% | +0.8% | +1.2% |
| 30D | +21.5% | +11.2% | +10.3% | +17.2% |
| 3M | +18.5% | +9.2% | +9.3% | +14.8% |
| 6M | +49.1% | -1.8% | +50.9% | +49.7% |
| YTD | +34.4% | +12.0% | +22.4% | +28.7% |
| 1Y | +46.3% | +6.4% | +39.9% | +42.6% |
| 3Y | +145.5% | +99.4% | +46.1% | +88.1% |
| 5Y | +472.7% | +113.1% | +359.6% | +322.8% |
| 10Y | +2,049.9% | +192.3% | +1,857.7% | +1,241.3% |
| All | +2,049.9% | +191.1% | +1,858.9% | +1,241.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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