-32.5%
INTU vs LII
-8.9%
-23.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.2% |
| 7D | -3.9% | -1.2% | -2.8% | -3.8% |
| 30D | +11.7% | -2.0% | +13.7% | +11.9% |
| 3M | +4.5% | -20.2% | +24.7% | +6.6% |
| 6M | -13.9% | -32.5% | +18.7% | -11.5% |
| YTD | -48.2% | -27.4% | -20.8% | -48.3% |
| 1Y | -47.1% | -28.2% | -19.0% | -47.1% |
| 3Y | -32.5% | -7.2% | -25.3% | -39.9% |
| All | -32.5% | -8.9% | -23.5% | -39.9% |
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 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