-38.1%
INTU vs LII
+5.3%
-43.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.2% | -4.5% | -3.5% |
| 7D | -7.1% | -0.7% | -6.4% | -7.0% |
| 30D | +1.5% | -12.6% | +14.1% | +2.9% |
| 3M | +10.7% | -24.4% | +35.1% | +13.0% |
| 6M | -23.8% | -28.7% | +4.9% | -21.5% |
| YTD | -49.3% | -19.1% | -30.2% | -49.8% |
| 1Y | -49.7% | -29.7% | -20.0% | -48.3% |
| All | -38.1% | +5.3% | -43.4% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling