+8,300.0%
LII vs FLR
+603.8%
+7,696.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.7% |
| 7D | -0.7% | +5.4% | -6.2% | -2.1% |
| 30D | -12.6% | +11.4% | -24.0% | -15.4% |
| 3M | -24.4% | +11.4% | -35.8% | -26.9% |
| 6M | -28.7% | +16.6% | -45.3% | -32.1% |
| YTD | -19.1% | +41.7% | -60.9% | -26.9% |
| 1Y | -29.7% | +35.4% | -65.1% | -36.0% |
| 3Y | +4.8% | +57.3% | -52.5% | -12.4% |
| 5Y | +24.6% | +241.0% | -216.4% | -18.0% |
| 10Y | +169.2% | +16.6% | +152.6% | +90.4% |
| All | +8,300.0% | +603.8% | +7,696.2% | +3,249.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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