+13,642.4%
TDG vs LII
+1,350.5%
+12,291.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | +1.2% | -0.2% | +1.4% | +1.2% |
| 30D | +8.1% | -0.6% | +8.7% | +7.9% |
| 3M | -2.6% | -17.0% | +14.4% | +4.8% |
| 6M | +1.0% | -31.1% | +32.1% | +15.7% |
| YTD | -9.5% | -27.7% | +18.1% | 0.0% |
| 1Y | -8.0% | -26.2% | +18.1% | +0.6% |
| 3Y | +41.8% | -9.6% | +51.4% | +35.4% |
| 5Y | +125.1% | +15.7% | +109.4% | +86.6% |
| 10Y | +546.7% | +166.9% | +379.9% | +268.1% |
| All | +13,642.4% | +1,350.5% | +12,291.9% | +3,461.7% |
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