+312.3%
DELL vs LII
-32.5%
+344.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.0% |
| 7D | -1.9% | -3.5% | +1.6% | -0.5% |
| 30D | +14.9% | -13.5% | +28.4% | +21.5% |
| 3M | +37.2% | -26.0% | +63.2% | +51.8% |
| 6M | +254.0% | -26.8% | +280.8% | +293.7% |
| YTD | +306.1% | -22.9% | +329.0% | +349.4% |
| 1Y | +312.3% | -32.6% | +344.9% | +380.9% |
| All | +312.3% | -32.5% | +344.8% | +380.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling