+243.1%
INTU vs LII
+162.0%
+81.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.4% |
| 30D | +15.4% | -4.6% | +20.0% | +17.1% |
| 3M | +6.6% | -21.2% | +27.8% | +15.7% |
| 6M | -11.3% | -36.4% | +25.1% | +1.8% |
| YTD | -47.7% | -28.9% | -18.8% | -44.2% |
| 1Y | -47.0% | -29.5% | -17.5% | -43.3% |
| 3Y | -29.9% | -8.6% | -21.4% | -38.2% |
| 5Y | -42.2% | +20.2% | -62.4% | -57.4% |
| All | +243.1% | +162.0% | +81.2% | +83.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling