+2,050.0%
LLY vs RBA
+209.3%
+1,840.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +1.4% | +0.6% | +0.8% | +1.3% |
| 30D | +21.5% | +9.0% | +12.6% | +20.1% |
| 3M | +18.5% | +7.2% | +11.3% | +17.2% |
| 6M | +49.1% | -7.8% | +56.9% | +49.9% |
| YTD | +34.4% | -6.4% | +40.7% | +34.3% |
| 1Y | +46.3% | -4.2% | +50.5% | +45.6% |
| 3Y | +145.5% | +64.1% | +81.4% | +124.7% |
| 5Y | +472.7% | +48.4% | +424.3% | +424.5% |
| 10Y | +2,050.0% | +209.9% | +1,840.0% | +1,517.3% |
| All | +2,050.0% | +209.3% | +1,840.6% | +1,517.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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