+272.3%
ALAB vs LII
-25.7%
+298.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +6.4% |
| 7D | +3.4% | -2.3% | +5.7% | +4.9% |
| 30D | -28.8% | -1.7% | -27.1% | -28.9% |
| 3M | -26.0% | -18.3% | -7.7% | -19.1% |
| 6M | +11.4% | -32.3% | +43.7% | +31.6% |
| YTD | +38.8% | -27.1% | +65.9% | +53.5% |
| 1Y | +37.8% | -27.2% | +65.0% | +53.0% |
| All | +272.3% | -25.7% | +298.0% | +278.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling