+521.8%
NOW vs LII
+172.8%
+349.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.9% |
| 7D | -5.6% | -2.3% | -3.3% | -4.7% |
| 30D | -26.8% | -1.7% | -25.1% | -26.9% |
| 3M | -19.4% | -18.3% | -1.1% | -13.7% |
| 6M | +12.3% | -32.3% | +44.6% | +25.8% |
| YTD | -32.9% | -27.1% | -5.8% | -29.4% |
| 1Y | -40.3% | -27.2% | -13.1% | -37.2% |
| 3Y | -19.1% | -8.9% | -10.1% | -28.1% |
| 5Y | -24.4% | +19.7% | -44.0% | -43.9% |
| 10Y | +521.8% | +168.9% | +352.9% | +207.2% |
| All | +521.8% | +172.8% | +349.0% | +207.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling