+14,572.5%
NVDA vs LLY
+1,542.3%
+13,030.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.3% |
| 7D | +3.8% | -3.1% | +6.9% | +4.8% |
| 30D | +0.8% | -5.1% | +5.9% | +2.1% |
| 3M | +8.2% | -2.1% | +10.2% | +8.0% |
| 6M | +27.1% | +13.8% | +13.3% | +19.9% |
| YTD | +21.2% | +5.1% | +16.1% | +16.6% |
| 1Y | +34.3% | +53.1% | -18.8% | +12.2% |
| 3Y | +396.3% | +95.6% | +300.6% | +265.4% |
| 5Y | +913.8% | +361.5% | +552.3% | +418.0% |
| 10Y | +14,572.5% | +1,545.2% | +13,027.3% | +4,745.8% |
| All | +14,572.5% | +1,542.3% | +13,030.2% | +4,745.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LLY.
Daily Out/Under-Performance
Portfolio return minus LLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LLY 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 LLY 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