+14,122.2%
TDG vs LII
+1,361.5%
+12,760.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | +2.3% | -2.3% | +4.6% | +3.3% |
| 30D | +11.2% | -1.7% | +12.8% | +11.4% |
| 3M | +0.2% | -18.3% | +18.5% | +8.6% |
| 6M | +3.9% | -32.3% | +36.2% | +19.9% |
| YTD | -6.4% | -27.1% | +20.7% | +3.2% |
| 1Y | -3.8% | -27.2% | +23.4% | +5.8% |
| 3Y | +46.8% | -8.9% | +55.7% | +39.6% |
| 5Y | +128.3% | +19.7% | +108.6% | +86.3% |
| 10Y | +569.3% | +168.9% | +400.4% | +279.7% |
| All | +14,122.2% | +1,361.5% | +12,760.7% | +3,573.8% |
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