+43.2%
TER vs LII
-26.0%
+69.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.6% | -10.4% | -8.0% |
| 7D | -19.9% | +7.9% | -27.8% | -22.3% |
| 30D | -43.5% | -0.6% | -42.9% | -43.7% |
| 3M | -37.8% | -19.3% | -18.4% | -32.1% |
| 6M | -25.6% | -29.8% | +4.3% | -14.8% |
| YTD | +29.8% | -25.4% | +55.2% | +37.4% |
| 1Y | +43.2% | -26.2% | +69.4% | +52.9% |
| All | +43.2% | -26.0% | +69.2% | +52.9% |
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