+12.8%
TEAM vs LII
-28.2%
+41.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -2.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.6% |
| 30D | +67.3% | -12.6% | +79.9% | +63.2% |
| 3M | +86.8% | -24.4% | +111.2% | +77.0% |
| 6M | +146.8% | -28.7% | +175.5% | +133.5% |
| YTD | +16.9% | -19.1% | +36.1% | +9.0% |
| 1Y | +12.8% | -29.7% | +42.5% | +4.7% |
| All | +12.8% | -28.2% | +41.0% | +4.7% |
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 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