+3,360.6%
MU vs LII
+3,124.4%
+236.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.4% |
| 3M | +2.1% | -24.4% | +26.5% | +16.7% |
| 6M | +153.8% | -28.7% | +182.5% | +197.7% |
| YTD | +256.4% | -19.1% | +275.5% | +289.6% |
| 1Y | +719.8% | -29.7% | +749.5% | +854.9% |
| 3Y | +1,360.4% | +4.8% | +1,355.6% | +1,278.2% |
| 5Y | +1,312.4% | +24.6% | +1,287.9% | +1,100.7% |
| 10Y | +6,142.6% | +169.2% | +5,973.4% | +3,444.3% |
| All | +3,360.6% | +3,124.4% | +236.2% | +533.9% |
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