+618.4%
AU vs LII
+2.8%
+615.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.2% | -0.9% |
| 7D | -0.3% | +2.1% | -2.4% | -0.7% |
| 30D | +12.8% | -12.4% | +25.2% | +15.8% |
| 3M | +28.5% | -24.8% | +53.3% | +35.1% |
| 6M | +4.8% | -25.2% | +30.0% | +9.9% |
| YTD | +31.0% | -20.3% | +51.2% | +36.6% |
| 1Y | +81.4% | -32.9% | +114.4% | +92.6% |
| 3Y | +618.4% | +2.0% | +616.4% | +623.2% |
| All | +618.4% | +2.8% | +615.7% | +623.2% |
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