+25.5%
FLEX vs LII
-27.4%
+52.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.4% |
| 7D | +2.2% | -2.3% | +4.5% | +3.4% |
| 30D | -32.6% | -1.7% | -31.0% | -33.3% |
| 3M | -35.5% | -18.3% | -17.2% | -29.1% |
| 6M | -45.6% | -32.3% | -13.2% | -34.1% |
| YTD | +30.7% | -27.1% | +57.8% | +47.8% |
| All | +25.5% | -27.4% | +52.9% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling