-29.9%
INTU vs LII
-8.7%
-21.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +15.4% | -4.6% | +20.0% | +16.0% |
| 3M | +6.6% | -21.2% | +27.8% | +9.0% |
| 6M | -11.3% | -36.4% | +25.1% | -8.0% |
| YTD | -47.7% | -28.9% | -18.8% | -47.7% |
| 1Y | -47.0% | -29.5% | -17.5% | -46.9% |
| 3Y | -29.9% | -8.6% | -21.4% | -39.1% |
| All | -29.9% | -8.7% | -21.2% | -39.1% |
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