+65.1%
GEN vs LII
-8.4%
+73.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +1.0% | +0.4% | +0.6% | +0.9% |
| 30D | +29.1% | -2.4% | +31.5% | +29.5% |
| 3M | +2.9% | -17.5% | +20.4% | +6.8% |
| 6M | +33.6% | -32.8% | +66.5% | +43.2% |
| YTD | +12.0% | -27.7% | +39.7% | +16.3% |
| 1Y | +16.2% | -28.1% | +44.2% | +20.6% |
| 3Y | +65.1% | -9.7% | +74.7% | +50.1% |
| All | +65.1% | -8.4% | +73.4% | +50.1% |
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