+2,885.4%
INTU vs LII
+2,790.7%
+94.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | +0.4% |
| 7D | +7.1% | +0.2% | +6.9% | +7.1% |
| 30D | +23.0% | -4.6% | +27.6% | +24.6% |
| 3M | +8.7% | -21.7% | +30.4% | +16.9% |
| 6M | -10.1% | -32.8% | +22.7% | -0.5% |
| YTD | -45.7% | -27.5% | -18.2% | -42.4% |
| 1Y | -45.1% | -28.0% | -17.1% | -41.7% |
| 3Y | -26.9% | -7.2% | -19.7% | -30.8% |
| 5Y | -40.0% | +22.6% | -62.6% | -48.5% |
| 10Y | +265.4% | +171.5% | +93.8% | +139.4% |
| All | +2,885.4% | +2,790.7% | +94.7% | +618.0% |
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