+165.4%
LII vs SUI
+115.7%
+49.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | -0.6% | +6.2% | -6.8% | -3.0% |
| 30D | -4.6% | +8.6% | -13.2% | -7.6% |
| 3M | -21.2% | +1.0% | -22.2% | -21.6% |
| 6M | -36.4% | -2.6% | -33.8% | -36.2% |
| YTD | -28.9% | -0.1% | -28.8% | -29.4% |
| 1Y | -29.5% | +0.5% | -30.0% | -30.2% |
| 3Y | -8.6% | +15.3% | -23.8% | -16.3% |
| 5Y | +20.2% | -26.1% | +46.4% | +30.8% |
| All | +165.4% | +115.7% | +49.6% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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