+1,158.5%
FISV vs LII
+2,783.5%
-1,625.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +8.4% | +0.4% | +8.0% | +8.3% |
| 30D | +38.8% | -2.4% | +41.2% | +39.3% |
| 3M | +21.3% | -17.5% | +38.7% | +27.5% |
| 6M | +14.1% | -32.8% | +47.0% | +25.0% |
| YTD | -5.7% | -27.7% | +22.0% | +0.2% |
| 1Y | -0.8% | -28.1% | +27.3% | +5.6% |
| 3Y | -47.9% | -9.7% | -38.2% | -49.4% |
| 5Y | -36.8% | +19.5% | -56.3% | -44.6% |
| 10Y | +26.9% | +170.6% | -143.7% | -13.2% |
| All | +1,158.5% | +2,783.5% | -1,625.0% | +321.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling