+607.6%
TEAM vs LII
+193.7%
+413.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.6% | -3.9% |
| 7D | -22.2% | +0.4% | -22.6% | -22.3% |
| 30D | -28.1% | -2.4% | -25.8% | -27.8% |
| 3M | -2.2% | -17.5% | +15.3% | +4.6% |
| 6M | +62.2% | -32.8% | +95.1% | +82.4% |
| YTD | -8.4% | -27.7% | +19.3% | -3.5% |
| 1Y | -6.6% | -28.1% | +21.5% | -1.6% |
| 3Y | -15.7% | -9.7% | -6.0% | -23.8% |
| 5Y | -65.7% | +19.5% | -85.2% | -74.3% |
| 10Y | +441.0% | +170.6% | +270.3% | +181.6% |
| All | +607.6% | +193.7% | +413.9% | +213.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling