+37.8%
LIN vs LII
-6.9%
+44.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | -0.2% |
| 7D | +3.6% | +0.2% | +3.4% | +3.6% |
| 30D | +6.4% | -4.6% | +11.0% | +7.0% |
| 3M | +6.5% | -21.7% | +28.1% | +10.4% |
| 6M | +4.9% | -32.8% | +37.7% | +10.6% |
| YTD | +23.4% | -27.5% | +51.0% | +27.8% |
| 1Y | +26.3% | -28.0% | +54.3% | +30.8% |
| All | +37.8% | -6.9% | +44.7% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling