+2,134.8%
MU vs LII
+2,790.7%
-655.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.8% | -14.6% | -16.1% |
| 7D | -29.7% | +0.2% | -29.9% | -29.8% |
| 30D | -37.2% | -4.6% | -32.6% | -36.5% |
| 3M | -26.5% | -21.7% | -4.8% | -18.3% |
| 6M | +2.6% | -32.8% | +35.4% | +22.7% |
| YTD | +130.1% | -27.5% | +157.7% | +162.2% |
| 1Y | +176.7% | -28.0% | +204.7% | +216.0% |
| 3Y | +813.1% | -7.2% | +820.3% | +808.4% |
| 5Y | +822.0% | +22.6% | +799.4% | +682.0% |
| 10Y | +3,936.2% | +171.5% | +3,764.6% | +2,159.7% |
| All | +2,134.8% | +2,790.7% | -655.9% | +326.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling