+4,062.5%
DELL vs LII
+167.7%
+3,894.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.2% | +2.5% |
| 7D | +25.6% | +2.1% | +23.5% | +24.3% |
| 30D | +17.7% | -12.4% | +30.1% | +24.8% |
| 3M | +33.4% | -24.8% | +58.2% | +49.6% |
| 6M | +266.2% | -25.2% | +291.4% | +308.7% |
| YTD | +328.0% | -20.3% | +348.3% | +364.2% |
| 1Y | +339.6% | -32.9% | +372.5% | +416.0% |
| 3Y | +694.6% | +2.0% | +692.6% | +646.3% |
| 5Y | +1,122.0% | +24.4% | +1,097.5% | +913.5% |
| 10Y | +4,062.5% | +167.2% | +3,895.3% | +2,419.5% |
| All | +4,062.5% | +167.7% | +3,894.8% | +2,419.5% |
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