+1,277.1%
NI vs LII
+2,806.7%
-1,529.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +0.6% | -2.3% | +2.9% | +1.0% |
| 30D | +11.2% | -1.7% | +12.9% | +11.4% |
| 3M | +9.2% | -18.3% | +27.4% | +13.0% |
| 6M | -1.8% | -32.3% | +30.5% | +4.5% |
| YTD | +12.0% | -27.1% | +39.1% | +17.0% |
| 1Y | +6.4% | -27.2% | +33.6% | +11.1% |
| 3Y | +99.4% | -8.9% | +108.3% | +95.1% |
| 5Y | +113.1% | +19.7% | +93.5% | +94.4% |
| 10Y | +192.3% | +168.9% | +23.4% | +124.6% |
| All | +1,277.1% | +2,806.7% | -1,529.7% | +632.5% |
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