+4,609.2%
MU vs LII
+172.8%
+4,436.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +11.5% |
| 7D | +2.0% | -2.3% | +4.3% | +3.6% |
| 30D | -18.0% | -1.7% | -16.3% | -18.3% |
| 3M | -6.6% | -18.3% | +11.7% | +2.7% |
| 6M | +2.0% | -32.3% | +34.4% | +24.3% |
| YTD | +184.5% | -27.1% | +211.6% | +227.5% |
| 1Y | +236.9% | -27.2% | +264.1% | +287.8% |
| 3Y | +987.0% | -8.9% | +995.9% | +982.7% |
| 5Y | +1,014.6% | +19.7% | +995.0% | +819.6% |
| 10Y | +4,609.2% | +168.9% | +4,440.3% | +2,159.1% |
| All | +4,609.2% | +172.8% | +4,436.4% | +2,159.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling