+469.2%
DIS vs LII
+2,790.7%
-2,321.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.4% | -0.5% |
| 7D | +5.7% | +0.2% | +5.5% | +5.6% |
| 30D | +12.7% | -4.6% | +17.3% | +14.1% |
| 3M | +15.2% | -21.7% | +36.8% | +24.1% |
| 6M | +17.6% | -32.8% | +50.3% | +31.1% |
| YTD | +3.8% | -27.5% | +31.3% | +12.1% |
| 1Y | +6.8% | -28.0% | +34.8% | +15.4% |
| 3Y | +42.1% | -7.2% | +49.3% | +37.4% |
| 5Y | -31.2% | +22.6% | -53.8% | -40.4% |
| 10Y | +37.6% | +171.5% | -133.9% | -10.2% |
| All | +469.2% | +2,790.7% | -2,321.5% | +53.6% |
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