+2,024.1%
LLY vs PAAS
+168.2%
+1,855.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.3% | +1.6% |
| 7D | +1.6% | +4.2% | -2.6% | +1.5% |
| 30D | +21.5% | -13.8% | +35.2% | +21.9% |
| 3M | +16.4% | -22.7% | +39.2% | +17.2% |
| 6M | +51.5% | -32.1% | +83.6% | +52.8% |
| YTD | +33.9% | -22.3% | +56.2% | +34.4% |
| 1Y | +49.1% | +7.7% | +41.4% | +48.4% |
| 3Y | +144.6% | +214.0% | -69.4% | +136.2% |
| 5Y | +466.3% | +63.2% | +403.1% | +452.3% |
| 10Y | +2,024.1% | +185.5% | +1,838.6% | +1,892.3% |
| All | +2,024.1% | +168.2% | +1,855.9% | +1,892.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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