+154.4%
GEN vs LII
+162.0%
-7.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.0% | -0.7% | -2.1% |
| 7D | +2.3% | -0.6% | +2.9% | +2.4% |
| 30D | +33.1% | -4.6% | +37.6% | +34.5% |
| 3M | +6.5% | -21.2% | +27.7% | +12.7% |
| 6M | +53.8% | -36.4% | +90.2% | +69.7% |
| YTD | +11.2% | -28.9% | +40.2% | +17.9% |
| 1Y | +19.4% | -29.5% | +48.9% | +26.8% |
| 3Y | +81.0% | -8.6% | +89.6% | +75.7% |
| 5Y | +33.4% | +20.2% | +13.2% | +17.6% |
| All | +154.4% | +162.0% | -7.5% | +80.6% |
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