+15.0%
ACWI vs LII
-26.0%
+41.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +1.2% |
| 7D | -0.5% | +7.9% | -8.4% | -1.6% |
| 30D | -1.6% | -0.6% | -1.0% | -1.8% |
| 3M | -1.3% | -19.3% | +18.0% | +1.9% |
| 6M | +5.8% | -29.8% | +35.7% | +10.8% |
| YTD | +12.7% | -25.4% | +38.1% | +15.2% |
| 1Y | +15.0% | -26.2% | +41.2% | +17.8% |
| All | +15.0% | -26.0% | +41.0% | +17.8% |
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