+2,655.3%
DELL vs LII
+170.7%
+2,484.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.4% |
| 7D | -11.8% | -1.2% | -10.7% | -11.4% |
| 30D | -40.8% | -2.0% | -38.9% | -40.8% |
| 3M | -23.6% | -20.2% | -3.3% | -16.2% |
| 6M | +33.4% | -32.5% | +65.9% | +55.6% |
| YTD | +178.0% | -27.4% | +205.4% | +211.8% |
| 1Y | +138.6% | -28.2% | +166.7% | +168.9% |
| 3Y | +400.9% | -7.2% | +408.1% | +387.9% |
| 5Y | +580.7% | +19.9% | +560.8% | +467.5% |
| 10Y | +2,655.3% | +168.6% | +2,486.6% | +1,560.3% |
| All | +2,655.3% | +170.7% | +2,484.6% | +1,560.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling