+3,070.2%
DRI vs LII
+3,124.4%
-54.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.9% |
| 7D | +0.6% | -0.7% | +1.3% | +0.7% |
| 30D | +3.8% | -12.6% | +16.5% | +8.1% |
| 3M | +13.0% | -24.4% | +37.5% | +21.2% |
| 6M | +8.3% | -28.7% | +37.0% | +17.4% |
| YTD | +20.6% | -19.1% | +39.8% | +25.4% |
| 1Y | +6.5% | -29.7% | +36.2% | +15.1% |
| 3Y | +53.7% | +4.8% | +48.9% | +42.0% |
| 5Y | +72.7% | +24.6% | +48.1% | +47.9% |
| 10Y | +363.2% | +169.2% | +193.9% | +212.4% |
| All | +3,070.2% | +3,124.4% | -54.2% | +966.7% |
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 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