+952.2%
LII vs INDA
+121.6%
+830.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.7% |
| 7D | -1.2% | +6.1% | -7.3% | -3.8% |
| 30D | -2.0% | +11.7% | -13.6% | -6.7% |
| 3M | -20.2% | +2.1% | -22.3% | -21.0% |
| 6M | -32.5% | +3.2% | -35.7% | -33.4% |
| YTD | -27.4% | -4.9% | -22.5% | -25.8% |
| 1Y | -28.2% | -4.4% | -23.8% | -26.8% |
| 3Y | -7.2% | +17.6% | -24.8% | -13.8% |
| 5Y | +19.9% | +9.9% | +10.1% | +14.6% |
| 10Y | +168.6% | +102.7% | +65.9% | +96.6% |
| All | +952.2% | +121.6% | +830.5% | +611.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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