+1,545.2%
LLY vs RMD
+265.7%
+1,279.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.4% |
| 7D | -3.1% | -4.5% | +1.3% | -1.9% |
| 30D | -5.1% | +4.6% | -9.7% | -6.2% |
| 3M | -2.1% | +14.8% | -16.8% | -5.9% |
| 6M | +13.8% | -12.1% | +25.9% | +17.2% |
| YTD | +5.1% | -7.5% | +12.6% | +6.6% |
| 1Y | +53.1% | -20.1% | +73.2% | +61.2% |
| 3Y | +95.6% | +53.9% | +41.7% | +67.6% |
| 5Y | +361.5% | -22.2% | +383.7% | +376.5% |
| 10Y | +1,545.2% | +268.2% | +1,276.9% | +1,070.3% |
| All | +1,545.2% | +265.7% | +1,279.5% | +1,070.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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