+196.6%
AMD vs LII
+22.0%
+174.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.8% | -14.4% | -15.7% |
| 7D | -28.6% | +0.2% | -28.8% | -28.6% |
| 30D | -37.7% | -4.6% | -33.1% | -36.8% |
| 3M | -16.1% | -21.7% | +5.5% | -4.6% |
| 6M | +13.8% | -32.8% | +46.6% | +39.8% |
| YTD | +88.8% | -27.5% | +116.3% | +115.9% |
| 1Y | +57.8% | -28.0% | +85.7% | +80.4% |
| 3Y | +260.3% | -7.2% | +267.5% | +217.0% |
| 5Y | +196.6% | +22.6% | +174.0% | +87.5% |
| All | +196.6% | +22.0% | +174.6% | +87.5% |
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