+2,876.0%
DELL vs LII
+166.1%
+2,709.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | +17.1% | -0.2% | +17.3% | +17.3% |
| 30D | -35.1% | -0.6% | -34.5% | -35.4% |
| 3M | -23.3% | -17.0% | -6.3% | -17.3% |
| 6M | +55.8% | -31.1% | +86.9% | +80.0% |
| YTD | +198.0% | -27.7% | +225.6% | +234.9% |
| 1Y | +166.6% | -26.2% | +192.7% | +196.6% |
| 3Y | +427.6% | -9.6% | +437.3% | +420.6% |
| 5Y | +630.6% | +15.7% | +615.0% | +520.2% |
| All | +2,876.0% | +166.1% | +2,709.9% | +1,693.6% |
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