+199.8%
TER vs LII
-28.2%
+228.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.2% | +4.3% | +5.0% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | -8.3% | -12.6% | +4.3% | -3.0% |
| 3M | -12.2% | -24.4% | +12.2% | -2.6% |
| 6M | +17.0% | -28.7% | +45.7% | +30.8% |
| YTD | +84.6% | -19.1% | +103.7% | +95.1% |
| 1Y | +199.8% | -29.7% | +229.5% | +237.0% |
| All | +199.8% | -28.2% | +228.0% | +237.0% |
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 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