+1,162.5%
FISV vs LII
+2,796.3%
-1,633.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.4% |
| 7D | +22.3% | -1.2% | +23.5% | +22.6% |
| 30D | +39.2% | -2.0% | +41.2% | +39.5% |
| 3M | +21.2% | -20.2% | +41.4% | +28.6% |
| 6M | +14.5% | -32.5% | +47.0% | +25.2% |
| YTD | -5.4% | -27.4% | +21.9% | +0.4% |
| 1Y | -0.3% | -28.2% | +27.9% | +6.1% |
| 3Y | -46.8% | -7.2% | -39.6% | -48.7% |
| 5Y | -36.2% | +19.9% | -56.1% | -44.1% |
| 10Y | +26.4% | +168.6% | -142.2% | -13.4% |
| All | +1,162.5% | +2,796.3% | -1,633.8% | +322.6% |
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