+8,457.2%
RMD vs LII
+2,734.1%
+5,723.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.2% |
| 7D | +2.3% | -0.6% | +2.9% | +2.5% |
| 30D | +4.1% | -4.6% | +8.7% | +5.2% |
| 3M | +5.7% | -21.2% | +26.9% | +11.9% |
| 6M | +12.9% | -36.4% | +49.3% | +24.8% |
| YTD | -1.5% | -28.9% | +27.4% | +5.0% |
| 1Y | -4.8% | -29.5% | +24.8% | +1.7% |
| 3Y | +57.5% | -8.6% | +66.1% | +54.1% |
| 5Y | -5.5% | +20.2% | -25.7% | -15.3% |
| 10Y | +357.8% | +166.2% | +191.5% | +229.5% |
| All | +8,457.2% | +2,734.1% | +5,723.1% | +2,831.7% |
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