+1,325.3%
LII vs UUUU
-92.0%
+1,417.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +1.1% |
| 7D | -0.7% | -1.4% | +0.6% | -0.6% |
| 30D | -12.6% | +16.3% | -28.9% | -13.5% |
| 3M | -24.4% | -16.7% | -7.7% | -23.8% |
| 6M | -28.7% | -33.7% | +5.0% | -27.4% |
| YTD | -19.1% | -0.5% | -18.7% | -20.2% |
| 1Y | -29.7% | +28.9% | -58.6% | -32.4% |
| 3Y | +4.8% | +99.9% | -95.1% | -4.2% |
| 5Y | +24.6% | +135.3% | -110.7% | +10.3% |
| 10Y | +169.2% | +518.4% | -349.2% | +112.5% |
| All | +1,325.3% | -92.0% | +1,417.3% | +1,031.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling