+75.9%
UBER vs LII
+55.8%
+20.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.9% |
| 7D | -2.8% | +2.1% | -4.9% | -3.7% |
| 30D | -2.5% | -12.4% | +9.9% | +3.3% |
| 3M | +4.4% | -24.8% | +29.2% | +15.9% |
| 6M | -2.7% | -25.2% | +22.5% | +7.1% |
| YTD | -10.5% | -20.3% | +9.8% | -5.6% |
| 1Y | -22.5% | -32.9% | +10.4% | -11.2% |
| 3Y | +54.8% | +2.0% | +52.8% | +35.1% |
| 5Y | +82.5% | +24.4% | +58.1% | +35.9% |
| All | +75.9% | +55.8% | +20.1% | +0.5% |
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