+278.7%
AMD vs LII
+20.3%
+258.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.9% |
| 7D | +13.1% | -2.3% | +15.4% | +15.0% |
| 30D | -7.0% | -1.7% | -5.3% | -7.1% |
| 3M | +16.6% | -18.3% | +34.9% | +29.4% |
| 6M | +20.5% | -32.3% | +52.8% | +47.1% |
| YTD | +158.2% | -27.1% | +185.3% | +194.4% |
| 1Y | +132.8% | -27.2% | +160.0% | +164.5% |
| 3Y | +366.2% | -8.9% | +375.2% | +316.4% |
| 5Y | +278.7% | +19.7% | +259.0% | +138.1% |
| All | +278.7% | +20.3% | +258.4% | +138.1% |
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