+12.2%
DIS vs LII
-26.1%
+38.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | +1.9% | +2.9% | -1.0% | +1.4% |
| 30D | +9.2% | +0.9% | +8.2% | +8.9% |
| 3M | +13.5% | -15.5% | +29.0% | +16.5% |
| 6M | +14.3% | -30.2% | +44.5% | +18.9% |
| YTD | +5.4% | -26.8% | +32.2% | +7.7% |
| 1Y | +12.2% | -25.3% | +37.4% | +13.9% |
| All | +12.2% | -26.1% | +38.2% | +13.9% |
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 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