+436.6%
GE vs LII
+25.3%
+411.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.6% |
| 7D | -1.6% | -0.7% | -0.9% | -1.3% |
| 30D | -11.6% | -12.6% | +1.0% | -6.9% |
| 3M | +3.0% | -24.4% | +27.5% | +13.3% |
| 6M | -0.5% | -28.7% | +28.2% | +11.6% |
| YTD | +9.7% | -19.1% | +28.9% | +16.8% |
| 1Y | +20.0% | -29.7% | +49.7% | +34.3% |
| 3Y | +275.8% | +4.8% | +271.1% | +241.9% |
| All | +436.6% | +25.3% | +411.3% | +349.8% |
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