+66.3%
UBER vs LII
+41.3%
+25.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -1.9% |
| 7D | +0.5% | -0.2% | +0.7% | +0.6% |
| 30D | -3.1% | -0.6% | -2.5% | -3.2% |
| 3M | -8.3% | -17.0% | +8.7% | -0.9% |
| 6M | -9.5% | -31.1% | +21.6% | +3.6% |
| YTD | -15.4% | -27.7% | +12.3% | -7.3% |
| 1Y | -26.1% | -26.2% | 0.0% | -20.0% |
| 3Y | +34.0% | -9.6% | +43.6% | +23.4% |
| 5Y | +53.2% | +15.7% | +37.5% | +17.3% |
| All | +66.3% | +41.3% | +25.0% | -1.3% |
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