+5.5%
TEM vs LII
-29.2%
+34.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.0% | +9.9% | +8.3% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | +8.1% | -4.6% | +12.7% | +8.5% |
| 3M | +64.9% | -21.2% | +86.1% | +72.6% |
| 6M | +42.1% | -36.4% | +78.6% | +55.7% |
| YTD | +28.8% | -28.9% | +57.7% | +29.0% |
| 1Y | +5.5% | -29.5% | +35.0% | +6.4% |
| All | +5.5% | -29.2% | +34.7% | +6.4% |
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