+9,314.7%
LNG vs LII
+3,124.4%
+6,190.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | +3.4% | -0.7% | +4.2% | +3.6% |
| 30D | +14.9% | -12.6% | +27.5% | +19.7% |
| 3M | +21.4% | -24.4% | +45.8% | +30.2% |
| 6M | +17.8% | -28.7% | +46.5% | +27.4% |
| YTD | +51.3% | -19.1% | +70.4% | +56.1% |
| 1Y | +24.4% | -29.7% | +54.1% | +33.8% |
| 3Y | +79.7% | +4.8% | +74.9% | +61.3% |
| 5Y | +241.3% | +24.6% | +216.8% | +177.4% |
| 10Y | +603.1% | +169.2% | +433.9% | +307.4% |
| All | +9,314.7% | +3,124.4% | +6,190.3% | +2,558.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling