+21.7%
P vs LII
-27.8%
+49.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.6% | +4.3% |
| 7D | -4.7% | -2.3% | -2.4% | -4.3% |
| 30D | -31.4% | -1.7% | -29.7% | -31.4% |
| 3M | -2.6% | -18.3% | +15.7% | +1.5% |
| 6M | +21.9% | -32.3% | +54.3% | +32.3% |
| YTD | +58.9% | -27.1% | +86.0% | +70.5% |
| 1Y | +21.7% | -27.2% | +48.9% | +33.0% |
| All | +21.7% | -27.8% | +49.5% | +33.0% |
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