+2,312.9%
O vs LII
+2,734.1%
-421.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.2% |
| 7D | +3.7% | -0.6% | +4.3% | +3.9% |
| 30D | +11.2% | -4.6% | +15.8% | +12.4% |
| 3M | -4.0% | -21.2% | +17.2% | +2.6% |
| 6M | -5.2% | -36.4% | +31.2% | +6.5% |
| YTD | +9.5% | -28.9% | +38.4% | +17.8% |
| 1Y | +10.6% | -29.5% | +40.1% | +19.2% |
| 3Y | +38.1% | -8.6% | +46.7% | +32.2% |
| 5Y | +10.2% | +20.2% | -10.0% | -6.0% |
| 10Y | +71.4% | +166.2% | -94.8% | +11.4% |
| All | +2,312.9% | +2,734.1% | -421.2% | +703.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling