+20,705.6%
LLY vs TECH
+101,542.6%
-80,837.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -4.5% | +0.2% | -4.6% | -4.5% |
| 30D | +13.9% | +0.3% | +13.6% | +13.8% |
| 3M | +13.8% | +1.3% | +12.4% | +13.5% |
| 6M | +37.6% | +54.0% | -16.4% | +28.7% |
| YTD | +26.6% | +24.3% | +2.3% | +21.4% |
| 1Y | +45.3% | +25.8% | +19.5% | +39.1% |
| 3Y | +132.2% | +26.0% | +106.3% | +118.0% |
| 5Y | +434.7% | -40.1% | +474.8% | +450.2% |
| 10Y | +2,084.3% | +210.6% | +1,873.7% | +1,664.5% |
| All | +20,705.6% | +101,542.6% | -80,837.0% | +11,633.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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