+7.7%
DIS vs LII
-28.7%
+36.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +4.4% | +0.4% | +4.0% | +4.3% |
| 30D | +10.3% | -2.4% | +12.7% | +10.6% |
| 3M | +15.5% | -17.5% | +33.0% | +18.9% |
| 6M | +11.2% | -32.8% | +44.0% | +16.7% |
| YTD | +5.6% | -27.7% | +33.3% | +8.3% |
| 1Y | +7.7% | -28.1% | +35.8% | +10.7% |
| All | +7.7% | -28.7% | +36.4% | +10.7% |
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