+1,120.4%
RSP vs LII
+3,212.6%
-2,092.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -1.8% |
| 7D | -1.4% | +0.2% | -1.6% | -1.5% |
| 30D | +2.1% | -4.6% | +6.7% | +3.5% |
| 3M | -0.9% | -21.7% | +20.7% | +8.0% |
| 6M | +7.5% | -32.8% | +40.3% | +22.0% |
| YTD | +14.6% | -27.5% | +42.1% | +24.9% |
| 1Y | +17.6% | -28.0% | +45.6% | +28.4% |
| 3Y | +60.8% | -7.2% | +68.0% | +53.1% |
| 5Y | +46.1% | +22.6% | +23.5% | +21.0% |
| 10Y | +221.4% | +171.5% | +49.8% | +86.9% |
| All | +1,120.4% | +3,212.6% | -2,092.2% | +192.4% |
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