+390.5%
GE vs LII
+19.9%
+370.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.0% | +4.7% | +3.5% |
| 7D | +7.1% | -0.6% | +7.7% | +7.4% |
| 30D | +6.5% | -4.6% | +11.1% | +7.9% |
| 3M | -13.6% | -21.2% | +7.7% | -5.7% |
| 6M | +6.0% | -36.4% | +42.4% | +24.0% |
| YTD | +5.4% | -28.9% | +34.3% | +17.3% |
| 1Y | +6.5% | -29.5% | +36.0% | +18.6% |
| 3Y | +268.6% | -8.6% | +277.2% | +253.0% |
| All | +390.5% | +19.9% | +370.6% | +290.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling