+155.6%
TE vs LII
-32.7%
+188.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.4% | +11.4% | +10.6% |
| 7D | +18.2% | +2.1% | +16.1% | +17.1% |
| 30D | -13.5% | -12.4% | -1.1% | -8.0% |
| 3M | -44.6% | -24.8% | -19.8% | -37.5% |
| 6M | -24.7% | -25.2% | +0.5% | -15.5% |
| YTD | -24.3% | -20.3% | -4.0% | -17.8% |
| 1Y | +155.6% | -32.9% | +188.5% | +168.5% |
| All | +155.6% | -32.7% | +188.3% | +168.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling