+2,901.0%
DELL vs LII
+147.9%
+2,753.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.6% | +4.6% |
| 7D | -22.6% | -0.6% | -22.0% | -22.5% |
| 30D | -43.2% | -4.6% | -38.6% | -42.5% |
| 3M | -24.8% | -21.2% | -3.6% | -17.2% |
| 6M | +38.0% | -36.4% | +74.4% | +65.4% |
| YTD | +163.7% | -28.9% | +192.7% | +198.4% |
| 1Y | +122.5% | -29.5% | +152.1% | +152.8% |
| 3Y | +377.0% | -8.6% | +385.5% | +367.8% |
| 5Y | +542.6% | +20.2% | +522.4% | +435.8% |
| 10Y | +2,554.1% | +166.2% | +2,387.9% | +1,560.9% |
| All | +2,901.0% | +147.9% | +2,753.1% | +1,798.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling