+167.7%
LII vs UUUU
+495.2%
-327.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.3% |
| 7D | -3.5% | -5.0% | +1.5% | -3.1% |
| 30D | -13.5% | -7.8% | -5.7% | -13.1% |
| 3M | -26.0% | -0.4% | -25.6% | -26.2% |
| 6M | -26.8% | -32.9% | +6.1% | -25.1% |
| YTD | -22.9% | -6.3% | -16.6% | -24.0% |
| 1Y | -32.6% | +7.9% | -40.5% | -35.4% |
| 3Y | -1.3% | +85.2% | -86.5% | -12.9% |
| 5Y | +23.1% | +97.0% | -73.9% | +4.4% |
| All | +167.7% | +495.2% | -327.5% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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