+15,505.6%
LLY vs RMD
+37,961.8%
-22,456.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.5% |
| 7D | -4.5% | +2.3% | -6.8% | -4.8% |
| 30D | +13.9% | +4.1% | +9.8% | +13.1% |
| 3M | +13.8% | +5.7% | +8.1% | +12.6% |
| 6M | +37.6% | +12.9% | +24.7% | +34.7% |
| YTD | +26.6% | -1.5% | +28.1% | +26.3% |
| 1Y | +45.3% | -4.8% | +50.1% | +45.7% |
| 3Y | +132.2% | +57.5% | +74.7% | +113.7% |
| 5Y | +434.7% | -5.5% | +440.2% | +423.4% |
| 10Y | +2,084.3% | +357.8% | +1,726.5% | +1,615.3% |
| All | +15,505.6% | +37,961.8% | -22,456.2% | +8,427.6% |
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