+167.2%
LII vs SPXU
-99.5%
+266.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -0.8% |
| 7D | +2.1% | -1.5% | +3.6% | +1.7% |
| 30D | -12.4% | +3.7% | -16.1% | -11.3% |
| 3M | -24.8% | -9.6% | -15.2% | -26.3% |
| 6M | -25.2% | -32.4% | +7.2% | -32.1% |
| YTD | -20.3% | -28.7% | +8.4% | -26.1% |
| 1Y | -32.9% | -38.2% | +5.3% | -40.1% |
| 3Y | +2.0% | -80.4% | +82.5% | -28.8% |
| 5Y | +24.4% | -86.0% | +110.5% | -9.8% |
| 10Y | +167.2% | -99.5% | +266.7% | +1.8% |
| All | +167.2% | -99.5% | +266.7% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling