+2.0%
LII vs UUUU
+99.2%
-97.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.4% |
| 7D | +2.1% | +2.8% | -0.7% | +1.9% |
| 30D | -12.4% | +3.4% | -15.8% | -12.7% |
| 3M | -24.8% | -3.9% | -20.9% | -24.9% |
| 6M | -25.2% | -23.2% | -2.0% | -24.6% |
| YTD | -20.3% | +0.6% | -20.8% | -21.6% |
| 1Y | -32.9% | +22.9% | -55.8% | -36.2% |
| 3Y | +2.0% | +98.6% | -96.6% | -11.8% |
| All | +2.0% | +99.2% | -97.1% | -11.8% |
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