+4,681.2%
DELL vs LII
+182.0%
+4,499.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.0% |
| 7D | +14.9% | -0.7% | +15.6% | +15.3% |
| 30D | +13.3% | -12.6% | +25.9% | +20.3% |
| 3M | +24.4% | -24.4% | +48.8% | +39.2% |
| 6M | +258.0% | -28.7% | +286.7% | +309.2% |
| YTD | +320.2% | -19.1% | +339.3% | +352.8% |
| 1Y | +319.1% | -29.7% | +348.8% | +380.4% |
| 3Y | +706.5% | +4.8% | +701.8% | +648.4% |
| 5Y | +1,071.9% | +24.6% | +1,047.3% | +872.7% |
| 10Y | +4,683.5% | +169.2% | +4,514.3% | +2,806.9% |
| All | +4,681.2% | +182.0% | +4,499.2% | +2,781.2% |
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 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