+1,493.9%
LNT vs LII
+2,796.3%
-1,302.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.7% |
| 7D | +0.6% | -1.2% | +1.8% | +0.8% |
| 30D | +12.4% | -2.0% | +14.4% | +12.6% |
| 3M | +6.7% | -20.2% | +26.9% | +10.7% |
| 6M | +3.9% | -32.5% | +36.5% | +10.3% |
| YTD | +16.5% | -27.4% | +43.9% | +21.5% |
| 1Y | +12.5% | -28.2% | +40.7% | +17.4% |
| 3Y | +66.9% | -7.2% | +74.1% | +63.2% |
| 5Y | +56.1% | +19.9% | +36.2% | +43.6% |
| 10Y | +173.2% | +168.6% | +4.6% | +114.4% |
| All | +1,493.9% | +2,796.3% | -1,302.4% | +778.9% |
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