+165.9%
LII vs UUUU
+370.7%
-204.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.5% | +1.2% |
| 7D | +2.9% | -1.1% | +4.0% | +3.0% |
| 30D | +0.9% | -21.0% | +21.9% | +2.7% |
| 3M | -15.5% | -54.8% | +39.3% | -10.2% |
| 6M | -30.2% | -67.3% | +37.1% | -24.1% |
| YTD | -26.8% | -54.7% | +27.8% | -23.8% |
| 1Y | -25.3% | -57.4% | +32.2% | -22.0% |
| 3Y | -7.8% | -19.6% | +11.9% | -13.2% |
| 5Y | +17.0% | -40.0% | +57.0% | +8.7% |
| All | +165.9% | +370.7% | -204.8% | +93.9% |
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