+52.8%
RMD vs LII
+5.3%
+47.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | -0.6% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | +2.2% | -12.6% | +14.8% | +4.9% |
| 3M | +17.8% | -24.4% | +42.3% | +23.2% |
| 6M | -11.3% | -28.7% | +17.4% | -6.4% |
| YTD | -4.4% | -19.1% | +14.7% | -2.8% |
| 1Y | -15.7% | -29.7% | +14.0% | -11.3% |
| All | +52.8% | +5.3% | +47.5% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling