+81.9%
META vs LII
+19.9%
+62.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.7% |
| 7D | -0.8% | -0.6% | -0.2% | -0.6% |
| 30D | -15.4% | -4.6% | -10.8% | -14.3% |
| 3M | +3.5% | -21.2% | +24.7% | +13.8% |
| 6M | -0.3% | -36.4% | +36.2% | +18.1% |
| YTD | -7.3% | -28.9% | +21.6% | +2.1% |
| 1Y | -1.1% | -29.5% | +28.4% | +9.3% |
| 3Y | +95.1% | -8.6% | +103.6% | +64.0% |
| All | +81.9% | +19.9% | +62.0% | +13.1% |
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