+82.2%
UBER vs LII
+57.9%
+24.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.8% |
| 7D | -3.9% | -0.7% | -3.2% | -3.6% |
| 30D | +11.1% | -12.6% | +23.7% | +17.8% |
| 3M | +4.9% | -24.4% | +29.4% | +16.2% |
| 6M | -1.2% | -28.7% | +27.5% | +11.5% |
| YTD | -7.3% | -19.1% | +11.9% | -2.8% |
| 1Y | -17.6% | -29.7% | +12.1% | -8.0% |
| 3Y | +61.1% | +4.8% | +56.3% | +38.7% |
| 5Y | +87.9% | +24.6% | +63.3% | +39.9% |
| All | +82.2% | +57.9% | +24.3% | +3.4% |
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 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