+306.8%
SPOT vs LII
+91.6%
+215.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.3% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +14.6% | -2.4% | +17.0% | +15.4% |
| 3M | +18.4% | -17.5% | +35.9% | +25.8% |
| 6M | +45.1% | -32.8% | +77.9% | +61.1% |
| YTD | +4.4% | -27.7% | +32.1% | +11.0% |
| 1Y | -2.7% | -28.1% | +25.4% | +3.5% |
| 3Y | +254.6% | -9.7% | +264.2% | +219.9% |
| 5Y | +124.8% | +19.5% | +105.3% | +69.0% |
| All | +306.8% | +91.6% | +215.2% | +152.6% |
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