+13,147.0%
LLY vs RMD
+36,837.6%
-23,690.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.1% | -5.0% | +2.8% | -1.4% |
| 30D | -1.6% | +2.2% | -3.8% | -2.0% |
| 3M | +2.3% | +17.8% | -15.6% | -0.3% |
| 6M | +14.9% | -11.3% | +26.2% | +16.7% |
| YTD | +7.5% | -4.4% | +11.9% | +7.9% |
| 1Y | +55.7% | -15.7% | +71.4% | +59.1% |
| 3Y | +110.6% | +47.7% | +62.9% | +95.6% |
| 5Y | +363.4% | -19.2% | +382.6% | +364.8% |
| 10Y | +1,649.0% | +280.4% | +1,368.6% | +1,307.4% |
| All | +13,147.0% | +36,837.6% | -23,690.6% | +7,181.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling