+19.3%
A vs LII
-27.8%
+47.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -0.1% | -2.3% | +2.2% | +0.2% |
| 30D | +3.3% | -1.7% | +5.0% | +3.2% |
| 3M | +18.5% | -18.3% | +36.8% | +22.1% |
| 6M | +59.3% | -32.3% | +91.6% | +68.1% |
| YTD | +31.0% | -27.1% | +58.1% | +32.7% |
| 1Y | +19.3% | -27.2% | +46.5% | +20.6% |
| All | +19.3% | -27.8% | +47.1% | +20.6% |
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 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