+32.0%
DRI vs LII
-26.0%
+58.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.6% | +1.5% | +4.7% |
| 7D | +6.5% | +7.9% | -1.4% | +5.6% |
| 30D | +16.4% | -0.6% | +17.0% | +16.2% |
| 3M | +13.6% | -19.3% | +33.0% | +15.8% |
| 6M | +22.0% | -29.8% | +51.9% | +24.5% |
| YTD | +29.3% | -25.4% | +54.7% | +26.8% |
| 1Y | +32.0% | -26.2% | +58.2% | +29.5% |
| All | +32.0% | -26.0% | +58.0% | +29.5% |
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