+700.5%
AU vs LII
+21.2%
+679.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.1% | +1.1% |
| 7D | +0.6% | +0.5% | +0.2% | +0.5% |
| 30D | +12.3% | -11.2% | +23.5% | +14.9% |
| 3M | +29.4% | -28.8% | +58.2% | +37.3% |
| 6M | +3.2% | -26.9% | +30.1% | +8.8% |
| YTD | +31.8% | -22.2% | +54.0% | +37.7% |
| 1Y | +83.4% | -32.0% | +115.4% | +95.0% |
| 3Y | +623.1% | -0.4% | +623.5% | +607.9% |
| 5Y | +700.5% | +22.4% | +678.1% | +613.3% |
| All | +700.5% | +21.2% | +679.3% | +613.3% |
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