+776.8%
LRCX vs DFNS
-99.9%
+876.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.5% | -7.2% | -5.6% |
| 7D | +1.8% | -3.3% | +5.2% | +1.8% |
| 30D | -4.3% | -73.1% | +68.8% | -4.2% |
| 3M | -7.3% | -71.4% | +64.0% | -7.1% |
| 6M | +38.6% | -93.8% | +132.4% | +39.1% |
| YTD | +74.4% | -98.0% | +172.5% | +75.3% |
| 1Y | +179.1% | -98.2% | +277.3% | +180.6% |
| 3Y | +357.7% | -99.9% | +457.6% | +346.7% |
| 5Y | +424.9% | -99.9% | +524.7% | +473.3% |
| All | +776.8% | -99.9% | +876.6% | +915.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 10y: compounded portfolio wealth divided by compounded DFNS 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…
10y analysis · Full analysis span regression · 6 months rolling