+475.2%
TEAM vs LII
+167.7%
+307.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.6% | -6.4% |
| 7D | -5.7% | +2.1% | -7.8% | -6.4% |
| 30D | +18.3% | -12.4% | +30.8% | +24.1% |
| 3M | +80.2% | -24.8% | +105.0% | +95.3% |
| 6M | +111.0% | -25.2% | +136.1% | +124.7% |
| YTD | +8.8% | -20.3% | +29.1% | +11.0% |
| 1Y | +2.2% | -32.9% | +35.1% | +12.3% |
| 3Y | -14.6% | +2.0% | -16.6% | -26.2% |
| 5Y | -53.8% | +24.4% | -78.2% | -66.0% |
| 10Y | +475.2% | +167.2% | +308.0% | +244.0% |
| All | +475.2% | +167.7% | +307.5% | +244.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling