+8,204.5%
RMD vs LII
+3,124.4%
+5,080.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.5% | -0.7% |
| 7D | -5.0% | -0.7% | -4.3% | -4.8% |
| 30D | +2.2% | -12.6% | +14.8% | +5.7% |
| 3M | +17.8% | -24.4% | +42.3% | +25.1% |
| 6M | -11.3% | -28.7% | +17.4% | -5.0% |
| YTD | -4.4% | -19.1% | +14.7% | -1.2% |
| 1Y | -15.7% | -29.7% | +14.0% | -9.9% |
| 3Y | +47.7% | +4.8% | +43.0% | +39.7% |
| 5Y | -19.2% | +24.6% | -43.8% | -28.2% |
| 10Y | +280.4% | +169.2% | +111.2% | +173.1% |
| All | +8,204.5% | +3,124.4% | +5,080.1% | +2,659.3% |
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 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