-20.1%
RMD vs LII
-32.7%
+12.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -3.1% |
| 7D | -4.5% | +2.1% | -6.6% | -4.7% |
| 30D | +4.6% | -12.4% | +17.0% | +6.0% |
| 3M | +14.8% | -24.8% | +39.6% | +16.9% |
| 6M | -12.1% | -25.2% | +13.1% | -10.7% |
| YTD | -7.5% | -20.3% | +12.8% | -8.0% |
| 1Y | -20.1% | -32.9% | +12.9% | -18.0% |
| All | -20.1% | -32.7% | +12.7% | -18.0% |
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