+35.8%
GEN vs LII
+20.3%
+15.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.9% |
| 7D | -0.8% | -2.3% | +1.5% | -0.2% |
| 30D | +31.2% | -1.7% | +32.9% | +31.6% |
| 3M | +6.1% | -18.3% | +24.4% | +11.3% |
| 6M | +38.1% | -32.3% | +70.4% | +50.1% |
| YTD | +14.4% | -27.1% | +41.5% | +20.1% |
| 1Y | +15.1% | -27.2% | +42.3% | +20.9% |
| 3Y | +68.5% | -8.9% | +77.4% | +59.8% |
| 5Y | +35.8% | +19.7% | +16.1% | +16.1% |
| All | +35.8% | +20.3% | +15.5% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling