-50.3%
TEAM vs LII
+25.3%
-75.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -3.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +67.3% | -12.6% | +79.9% | +77.1% |
| 3M | +86.8% | -24.4% | +111.2% | +104.0% |
| 6M | +146.8% | -28.7% | +175.5% | +171.5% |
| YTD | +16.9% | -19.1% | +36.1% | +17.1% |
| 1Y | +12.8% | -29.7% | +42.5% | +22.2% |
| 3Y | -7.3% | +4.8% | -12.1% | -32.9% |
| All | -50.3% | +25.3% | -75.6% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling