+74.7%
LNG vs LII
+2.8%
+71.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.1% | -5.4% |
| 7D | -6.2% | +2.1% | -8.3% | -6.2% |
| 30D | +8.0% | -12.4% | +20.4% | +8.5% |
| 3M | +16.9% | -24.8% | +41.7% | +17.7% |
| 6M | +8.7% | -25.2% | +33.8% | +9.6% |
| YTD | +43.0% | -20.3% | +63.3% | +42.8% |
| 1Y | +19.4% | -32.9% | +52.4% | +22.0% |
| 3Y | +74.7% | +2.0% | +72.7% | +70.3% |
| All | +74.7% | +2.8% | +71.9% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling