+411.8%
GE vs LII
+17.0%
+394.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.2% |
| 7D | +2.7% | +2.9% | -0.3% | +1.5% |
| 30D | +8.1% | +0.9% | +7.2% | +7.2% |
| 3M | -7.9% | -15.5% | +7.7% | -2.1% |
| 6M | +12.9% | -30.2% | +43.1% | +27.2% |
| YTD | +8.2% | -26.8% | +35.0% | +19.1% |
| 1Y | +9.7% | -25.3% | +34.9% | +19.5% |
| 3Y | +266.1% | -7.8% | +273.9% | +249.9% |
| All | +411.8% | +17.0% | +394.8% | +313.8% |
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