+93.9%
INTC vs LII
+25.3%
+68.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.2% | +3.4% | +3.9% |
| 7D | +7.1% | -0.7% | +7.8% | +7.4% |
| 30D | -5.2% | -12.6% | +7.4% | +1.1% |
| 3M | -14.3% | -24.4% | +10.1% | -3.2% |
| 6M | +110.2% | -28.7% | +138.9% | +143.5% |
| YTD | +159.6% | -19.1% | +178.8% | +179.8% |
| 1Y | +289.3% | -29.7% | +319.0% | +347.6% |
| 3Y | +166.1% | +4.8% | +161.3% | +149.2% |
| All | +93.9% | +25.3% | +68.6% | +51.0% |
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