+88.7%
U vs LII
-36.0%
+124.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.0% | +7.5% | +5.7% |
| 7D | +36.6% | -0.6% | +37.2% | +36.4% |
| 30D | +13.3% | -4.6% | +17.9% | +13.6% |
| 3M | +26.2% | -21.2% | +47.4% | +28.8% |
| 6M | +88.7% | -36.4% | +125.2% | +93.1% |
| All | +88.7% | -36.0% | +124.7% | +93.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling