-9.4%
NOC vs LII
-32.7%
+23.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.8% |
| 7D | -2.7% | +2.1% | -4.8% | -2.9% |
| 30D | -8.9% | -12.4% | +3.6% | -7.9% |
| 3M | -3.7% | -24.8% | +21.1% | -1.7% |
| 6M | -30.8% | -25.2% | -5.6% | -29.1% |
| YTD | -7.9% | -20.3% | +12.3% | -7.2% |
| 1Y | -9.4% | -32.9% | +23.5% | -4.8% |
| All | -9.4% | -32.7% | +23.3% | -4.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling