+42.5%
UBER vs LII
-8.7%
+51.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.3% |
| 7D | +5.1% | -0.6% | +5.7% | +5.3% |
| 30D | +0.2% | -4.6% | +4.8% | +1.3% |
| 3M | -2.7% | -21.2% | +18.6% | +4.2% |
| 6M | -13.4% | -36.4% | +23.1% | -2.4% |
| YTD | -16.1% | -28.9% | +12.9% | -10.9% |
| 1Y | -25.5% | -29.5% | +4.0% | -20.7% |
| 3Y | +42.5% | -8.6% | +51.1% | +24.9% |
| All | +42.5% | -8.7% | +51.2% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling