+8.3%
DIS vs LII
-26.0%
+34.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +3.6% |
| 7D | +9.1% | +7.9% | +1.2% | +7.7% |
| 30D | +14.8% | -0.6% | +15.4% | +14.7% |
| 3M | +21.2% | -19.3% | +40.5% | +25.1% |
| 6M | +18.3% | -29.8% | +48.2% | +23.1% |
| YTD | +5.4% | -25.4% | +30.8% | +7.6% |
| 1Y | +8.3% | -26.2% | +34.5% | +10.5% |
| All | +8.3% | -26.0% | +34.3% | +10.5% |
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 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