+27.8%
INTC vs LII
+17.0%
+10.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -3.0% |
| 7D | +6.0% | +2.9% | +3.1% | +4.7% |
| 30D | -39.2% | +0.9% | -40.1% | -40.1% |
| 3M | -42.9% | -15.5% | -27.4% | -38.9% |
| 6M | -50.4% | -30.2% | -20.2% | -42.5% |
| YTD | +61.7% | -26.8% | +88.5% | +80.8% |
| 1Y | +66.1% | -25.3% | +91.4% | +83.5% |
| 3Y | +58.1% | -7.8% | +65.9% | +55.4% |
| All | +27.8% | +17.0% | +10.8% | +1.4% |
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