+37.4%
GILD vs LII
-28.2%
+65.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | +3.6% | -0.7% | +4.4% | +3.7% |
| 30D | +14.6% | -12.6% | +27.2% | +16.4% |
| 3M | +17.7% | -24.4% | +42.1% | +20.5% |
| 6M | +3.1% | -28.7% | +31.8% | +6.5% |
| YTD | +24.5% | -19.1% | +43.7% | +25.8% |
| 1Y | +37.4% | -29.7% | +67.1% | +43.4% |
| All | +37.4% | -28.2% | +65.6% | +43.4% |
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