+2,249.5%
GEN vs LII
+2,790.7%
-541.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.1% |
| 7D | +8.5% | +0.2% | +8.3% | +8.4% |
| 30D | +34.2% | -4.6% | +38.8% | +35.9% |
| 3M | +10.0% | -21.7% | +31.6% | +17.7% |
| 6M | +56.8% | -32.8% | +89.6% | +73.0% |
| YTD | +14.2% | -27.5% | +41.8% | +22.0% |
| 1Y | +20.8% | -28.0% | +48.8% | +29.2% |
| 3Y | +84.1% | -7.2% | +91.3% | +78.7% |
| 5Y | +37.1% | +22.6% | +14.5% | +19.6% |
| 10Y | +171.5% | +171.5% | -0.1% | +77.3% |
| All | +2,249.5% | +2,790.7% | -541.2% | +499.4% |
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