+6,351.7%
AMD vs LII
+162.0%
+6,189.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.0% | +13.0% | +12.1% |
| 7D | -11.0% | -0.6% | -10.4% | -10.8% |
| 30D | -30.5% | -4.6% | -25.9% | -29.5% |
| 3M | -8.2% | -21.2% | +13.0% | +3.2% |
| 6M | +6.6% | -36.4% | +43.0% | +33.2% |
| YTD | +109.7% | -28.9% | +138.6% | +141.5% |
| 1Y | +88.9% | -29.5% | +118.4% | +117.9% |
| 3Y | +301.8% | -8.6% | +310.4% | +280.5% |
| 5Y | +229.4% | +20.2% | +209.1% | +156.0% |
| All | +6,351.7% | +162.0% | +6,189.8% | +2,551.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling