+45.4%
GILD vs LII
-26.0%
+71.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +3.7% |
| 7D | +9.6% | +7.9% | +1.7% | +8.6% |
| 30D | +20.6% | -0.6% | +21.2% | +20.4% |
| 3M | +29.7% | -19.3% | +49.1% | +32.4% |
| 6M | +33.1% | -29.8% | +63.0% | +36.7% |
| YTD | +44.7% | -25.4% | +70.1% | +47.2% |
| 1Y | +45.4% | -26.2% | +71.6% | +48.4% |
| All | +45.4% | -26.0% | +71.4% | +48.4% |
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