+46.1%
LNG vs LII
-26.1%
+72.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.1% |
| 7D | +11.3% | +2.9% | +8.4% | +11.6% |
| 30D | +10.6% | +0.9% | +9.7% | +10.9% |
| 3M | +16.1% | -15.5% | +31.7% | +13.8% |
| 6M | +29.6% | -30.2% | +59.8% | +24.8% |
| YTD | +60.3% | -26.8% | +87.2% | +56.9% |
| 1Y | +46.1% | -25.3% | +71.4% | +42.7% |
| All | +46.1% | -26.1% | +72.2% | +42.7% |
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