-31.8%
MP vs LII
-29.2%
-2.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.0% | +6.9% | +5.5% |
| 7D | -10.5% | -0.6% | -9.9% | -10.4% |
| 30D | -23.5% | -4.6% | -18.9% | -22.8% |
| 3M | -25.4% | -21.2% | -4.2% | -20.4% |
| 6M | -51.3% | -36.4% | -14.8% | -44.8% |
| YTD | -29.9% | -28.9% | -1.0% | -26.1% |
| 1Y | -31.8% | -29.5% | -2.3% | -26.8% |
| All | -31.8% | -29.2% | -2.6% | -26.8% |
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