+79.1%
META vs LII
+22.0%
+57.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.1% | -2.8% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -18.1% | -4.6% | -13.5% | -17.0% |
| 3M | +2.9% | -21.7% | +24.5% | +13.4% |
| 6M | +0.2% | -32.8% | +33.0% | +15.6% |
| YTD | -8.1% | -27.5% | +19.4% | +0.4% |
| 1Y | -4.5% | -28.0% | +23.4% | +4.5% |
| 3Y | +94.2% | -7.2% | +101.4% | +62.5% |
| 5Y | +79.1% | +22.6% | +56.5% | +10.4% |
| All | +79.1% | +22.0% | +57.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling