+2,024.1%
LLY vs RSP
+213.6%
+1,810.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.5% |
| 7D | +1.6% | +0.7% | +0.9% | +1.2% |
| 30D | +21.5% | +3.7% | +17.8% | +19.1% |
| 3M | +16.4% | +0.7% | +15.8% | +16.1% |
| 6M | +51.5% | +9.0% | +42.4% | +44.0% |
| YTD | +33.9% | +16.7% | +17.2% | +22.5% |
| 1Y | +49.1% | +19.0% | +30.1% | +34.9% |
| 3Y | +144.6% | +64.7% | +79.9% | +84.0% |
| 5Y | +466.3% | +49.6% | +416.7% | +344.3% |
| 10Y | +2,024.1% | +213.2% | +1,811.0% | +943.9% |
| All | +2,024.1% | +213.6% | +1,810.5% | +943.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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