-9.7%
LII vs UUUU
-15.0%
+5.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.8% | +7.4% | +0.1% |
| 7D | +0.4% | -6.9% | +7.3% | +0.8% |
| 30D | -2.4% | -32.3% | +29.9% | 0.0% |
| 3M | -17.5% | -52.8% | +35.3% | -13.6% |
| 6M | -32.8% | -68.5% | +35.6% | -28.4% |
| YTD | -27.7% | -53.6% | +26.0% | -25.4% |
| 1Y | -28.1% | -59.1% | +31.1% | -25.5% |
| 3Y | -9.7% | -14.7% | +5.0% | -17.3% |
| All | -9.7% | -15.0% | +5.3% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling