+33.4%
UBER vs LII
-8.2%
+41.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | +1.6% | +2.9% | -1.3% | +0.7% |
| 30D | +0.6% | +0.9% | -0.3% | 0.0% |
| 3M | -8.2% | -15.5% | +7.4% | -3.7% |
| 6M | -6.7% | -30.2% | +23.5% | +1.6% |
| YTD | -14.7% | -26.8% | +12.1% | -10.2% |
| 1Y | -24.1% | -25.3% | +1.2% | -20.9% |
| 3Y | +33.4% | -7.8% | +41.2% | +17.4% |
| All | +33.4% | -8.2% | +41.6% | +17.4% |
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