+388.0%
DELL vs LII
-8.2%
+396.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.7% |
| 7D | +4.9% | +2.9% | +1.9% | +3.6% |
| 30D | -32.1% | +0.9% | -33.0% | -32.9% |
| 3M | -30.2% | -15.5% | -14.7% | -25.5% |
| 6M | +41.7% | -30.2% | +71.9% | +61.9% |
| YTD | +176.6% | -26.8% | +203.4% | +208.4% |
| 1Y | +159.9% | -25.3% | +185.2% | +186.6% |
| 3Y | +388.0% | -7.8% | +395.7% | +435.2% |
| All | +388.0% | -8.2% | +396.1% | +435.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling