+17.5%
P vs LII
-26.0%
+43.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.6% | -8.6% | -5.5% |
| 7D | -19.4% | +7.9% | -27.3% | -20.4% |
| 30D | -22.3% | -0.6% | -21.7% | -22.5% |
| 3M | +33.2% | -19.3% | +52.5% | +39.1% |
| 6M | +53.6% | -29.8% | +83.5% | +65.3% |
| YTD | +66.8% | -25.4% | +92.2% | +78.0% |
| 1Y | +17.5% | -26.2% | +43.7% | +27.3% |
| All | +17.5% | -26.0% | +43.5% | +27.3% |
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