+65.0%
UBER vs LII
+38.8%
+26.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.6% |
| 7D | +5.1% | -0.6% | +5.7% | +5.4% |
| 30D | +0.2% | -4.6% | +4.8% | +1.8% |
| 3M | -2.7% | -21.2% | +18.6% | +7.6% |
| 6M | -13.4% | -36.4% | +23.1% | +3.0% |
| YTD | -16.1% | -28.9% | +12.9% | -7.3% |
| 1Y | -25.5% | -29.5% | +4.0% | -17.5% |
| 3Y | +42.5% | -8.6% | +51.1% | +30.1% |
| 5Y | +45.3% | +20.2% | +25.1% | +8.8% |
| All | +65.0% | +38.8% | +26.2% | -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 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