+26.3%
LIN vs LII
-27.8%
+54.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | -0.4% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | +6.4% | -4.6% | +11.0% | +6.8% |
| 3M | +6.5% | -21.7% | +28.1% | +8.8% |
| 6M | +4.9% | -32.8% | +37.7% | +8.3% |
| YTD | +23.4% | -27.5% | +51.0% | +26.9% |
| 1Y | +26.3% | -28.0% | +54.3% | +29.6% |
| All | +26.3% | -27.8% | +54.1% | +29.6% |
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