-65.3%
TEAM vs LII
+19.9%
-85.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.0% | -14.2% | -15.3% |
| 7D | -19.8% | -0.6% | -19.2% | -19.6% |
| 30D | -21.5% | -4.6% | -16.9% | -20.4% |
| 3M | +39.5% | -21.2% | +60.7% | +53.5% |
| 6M | +73.1% | -36.4% | +109.5% | +102.3% |
| YTD | -5.2% | -28.9% | +23.7% | -0.4% |
| 1Y | -1.6% | -29.5% | +28.0% | +3.8% |
| 3Y | -11.4% | -8.6% | -2.9% | -32.6% |
| All | -65.3% | +19.9% | -85.2% | -81.2% |
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