-12.9%
TEAM vs LII
-8.5%
-4.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | -19.7% | -2.3% | -17.4% | -19.4% |
| 30D | -26.6% | -1.7% | -24.9% | -26.5% |
| 3M | -1.1% | -18.3% | +17.2% | +1.6% |
| 6M | +74.6% | -32.3% | +106.9% | +81.2% |
| YTD | -6.0% | -27.1% | +21.1% | -6.8% |
| 1Y | -3.2% | -27.2% | +24.0% | -4.2% |
| All | -12.9% | -8.5% | -4.4% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling