+212.9%
AGI vs LII
+2.8%
+210.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | +4.4% | +2.1% | +2.3% | +4.0% |
| 30D | +10.0% | -12.4% | +22.4% | +12.4% |
| 3M | +1.7% | -24.8% | +26.5% | +6.1% |
| 6M | -26.8% | -25.2% | -1.6% | -23.9% |
| YTD | -5.3% | -20.3% | +14.9% | -1.9% |
| 1Y | +11.5% | -32.9% | +44.4% | +17.0% |
| 3Y | +212.9% | +2.0% | +210.9% | +226.3% |
| All | +212.9% | +2.8% | +210.2% | +226.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling