+2,049.9%
LLY vs RSP
+216.5%
+1,833.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | +1.4% | -0.3% | +1.7% | +1.6% |
| 30D | +21.5% | +4.4% | +17.1% | +18.6% |
| 3M | +18.5% | +1.3% | +17.2% | +17.7% |
| 6M | +49.1% | +10.0% | +39.1% | +41.0% |
| YTD | +34.4% | +17.6% | +16.8% | +22.3% |
| 1Y | +46.3% | +19.2% | +27.1% | +32.2% |
| 3Y | +145.5% | +66.0% | +79.4% | +83.8% |
| 5Y | +472.7% | +50.4% | +422.2% | +347.8% |
| 10Y | +2,049.9% | +215.7% | +1,834.3% | +960.9% |
| All | +2,049.9% | +216.5% | +1,833.5% | +960.9% |
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