+2,848.5%
LII vs SUI
+1,646.3%
+1,202.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.1% |
| 7D | +0.2% | +8.8% | -8.6% | -3.5% |
| 30D | -4.6% | +8.9% | -13.5% | -8.1% |
| 3M | -21.7% | +2.0% | -23.7% | -22.4% |
| 6M | -32.8% | -0.6% | -32.2% | -33.2% |
| YTD | -27.5% | +1.3% | -28.9% | -28.6% |
| 1Y | -28.0% | +1.3% | -29.2% | -29.0% |
| 3Y | -7.2% | +16.3% | -23.5% | -16.0% |
| 5Y | +22.6% | -25.1% | +47.7% | +33.9% |
| 10Y | +171.5% | +121.1% | +50.5% | +70.8% |
| All | +2,848.5% | +1,646.3% | +1,202.2% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling