+61.9%
LIN vs LII
+25.3%
+36.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.2% |
| 7D | -2.1% | -0.7% | -1.4% | -2.0% |
| 30D | -2.4% | -12.6% | +10.2% | +0.8% |
| 3M | -5.6% | -24.4% | +18.9% | 0.0% |
| 6M | -3.4% | -28.7% | +25.3% | +3.5% |
| YTD | +13.1% | -19.1% | +32.3% | +16.5% |
| 1Y | +2.5% | -29.7% | +32.2% | +9.5% |
| 3Y | +27.6% | +4.8% | +22.8% | +14.0% |
| All | +61.9% | +25.3% | +36.6% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling