+3,235.5%
DRI vs LII
+2,734.1%
+501.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +0.9% | -0.4% |
| 7D | +2.8% | -0.6% | +3.4% | +3.0% |
| 30D | +13.3% | -4.6% | +17.8% | +14.5% |
| 3M | +8.2% | -21.2% | +29.4% | +15.8% |
| 6M | +17.5% | -36.4% | +54.0% | +32.3% |
| YTD | +26.9% | -28.9% | +55.8% | +36.8% |
| 1Y | +31.6% | -29.5% | +61.1% | +42.1% |
| 3Y | +67.0% | -8.6% | +75.5% | +60.7% |
| 5Y | +72.9% | +20.2% | +52.7% | +49.1% |
| 10Y | +371.3% | +166.2% | +205.1% | +219.1% |
| All | +3,235.5% | +2,734.1% | +501.4% | +1,063.4% |
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