+3,188.9%
LII vs SUI
+1,591.4%
+1,597.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.7% | -2.8% | +2.1% | +0.5% |
| 30D | -12.6% | -1.2% | -11.4% | -12.2% |
| 3M | -24.4% | -1.7% | -22.7% | -24.4% |
| 6M | -28.7% | -10.5% | -18.2% | -25.7% |
| YTD | -19.1% | -1.8% | -17.3% | -19.2% |
| 1Y | -29.7% | -4.1% | -25.6% | -29.1% |
| 3Y | +4.8% | +11.3% | -6.5% | -3.5% |
| 5Y | +24.6% | -32.1% | +56.7% | +42.2% |
| 10Y | +169.2% | +110.4% | +58.8% | +72.8% |
| All | +3,188.9% | +1,591.4% | +1,597.5% | +575.3% |
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