+49.6%
LNT vs LII
+2.8%
+46.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +1.0% | +2.1% | -1.1% | +0.8% |
| 30D | -1.1% | -12.4% | +11.3% | +0.3% |
| 3M | -3.6% | -24.8% | +21.2% | -1.0% |
| 6M | -2.7% | -25.2% | +22.5% | -0.1% |
| YTD | +8.0% | -20.3% | +28.3% | +10.0% |
| 1Y | +10.5% | -32.9% | +43.4% | +14.4% |
| 3Y | +49.6% | +2.0% | +47.5% | +44.8% |
| All | +49.6% | +2.8% | +46.8% | +44.8% |
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