+381.8%
DAL vs LII
+1,243.2%
-861.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.5% | -2.6% |
| 7D | +4.6% | +0.2% | +4.4% | +4.6% |
| 30D | +2.3% | -4.6% | +6.9% | +4.8% |
| 3M | -8.1% | -21.7% | +13.6% | +6.0% |
| 6M | +21.4% | -32.8% | +54.2% | +50.4% |
| YTD | +24.3% | -27.5% | +51.8% | +44.3% |
| 1Y | +47.4% | -28.0% | +75.4% | +71.6% |
| 3Y | +164.6% | -7.2% | +171.8% | +151.5% |
| 5Y | +100.2% | +22.6% | +77.6% | +51.6% |
| 10Y | +124.9% | +171.5% | -46.7% | -6.4% |
| All | +381.8% | +1,243.2% | -861.4% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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