-45.2%
INTU vs LII
-26.0%
-19.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.6% | -0.1% | +3.8% |
| 7D | +8.7% | +7.9% | +0.8% | +9.5% |
| 30D | +25.9% | -0.6% | +26.5% | +25.7% |
| 3M | +10.7% | -19.3% | +30.1% | +6.7% |
| 6M | -11.6% | -29.8% | +18.3% | -16.8% |
| YTD | -45.4% | -25.4% | -20.0% | -49.5% |
| 1Y | -45.2% | -26.2% | -19.0% | -48.9% |
| All | -45.2% | -26.0% | -19.2% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling