-2.7%
TEAM vs LII
-28.3%
+25.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +1.1% |
| 7D | -17.2% | -1.2% | -16.0% | -17.4% |
| 30D | -25.1% | -2.0% | -23.1% | -25.1% |
| 3M | +3.9% | -20.2% | +24.1% | -0.8% |
| 6M | +69.1% | -32.5% | +101.6% | +54.5% |
| YTD | -4.5% | -27.4% | +22.9% | -14.2% |
| All | -2.7% | -28.3% | +25.7% | -12.5% |
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