+24.4%
LNG vs LII
-28.2%
+52.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.5% |
| 7D | +3.4% | -0.7% | +4.2% | +3.4% |
| 30D | +14.9% | -12.6% | +27.5% | +13.3% |
| 3M | +21.4% | -24.4% | +45.8% | +18.5% |
| 6M | +17.8% | -28.7% | +46.5% | +17.2% |
| YTD | +51.3% | -19.1% | +70.4% | +49.7% |
| 1Y | +24.4% | -29.7% | +54.1% | +22.4% |
| All | +24.4% | -28.2% | +52.6% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling