+2,686.1%
INTU vs LII
+3,124.4%
-438.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.2% | -4.5% | -3.7% |
| 7D | -7.1% | -0.7% | -6.4% | -6.9% |
| 30D | +1.5% | -12.6% | +14.1% | +5.7% |
| 3M | +10.7% | -24.4% | +35.1% | +18.7% |
| 6M | -23.8% | -28.7% | +4.9% | -17.9% |
| YTD | -49.3% | -19.1% | -30.2% | -47.9% |
| 1Y | -49.7% | -29.7% | -20.0% | -46.0% |
| 3Y | -38.0% | +4.8% | -42.8% | -43.5% |
| 5Y | -38.7% | +24.6% | -63.3% | -47.6% |
| 10Y | +221.3% | +169.2% | +52.1% | +111.2% |
| All | +2,686.1% | +3,124.4% | -438.2% | +549.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling