+1,119.4%
NBIS vs LII
-35.1%
+1,154.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.4% | +9.1% | +8.3% |
| 7D | +22.2% | +2.1% | +20.1% | +21.1% |
| 30D | +29.7% | -12.4% | +42.2% | +37.0% |
| 3M | +11.9% | -24.8% | +36.7% | +25.3% |
| 6M | +173.0% | -25.2% | +198.2% | +203.5% |
| YTD | +191.4% | -20.3% | +211.6% | +208.9% |
| 1Y | +280.7% | -32.9% | +313.7% | +342.4% |
| All | +1,119.4% | -35.1% | +1,154.5% | +1,482.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling