+1,315.7%
MU vs LII
+25.3%
+1,290.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.9% | +5.5% |
| 7D | +9.0% | -0.7% | +9.7% | +9.3% |
| 30D | +13.8% | -12.6% | +26.4% | +22.4% |
| 3M | +2.1% | -24.4% | +26.5% | +18.8% |
| 6M | +153.8% | -28.7% | +182.5% | +203.5% |
| YTD | +256.4% | -19.1% | +275.5% | +293.2% |
| 1Y | +719.8% | -29.7% | +749.5% | +872.7% |
| 3Y | +1,360.4% | +4.8% | +1,355.6% | +1,262.0% |
| All | +1,315.7% | +25.3% | +1,290.4% | +980.8% |
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